Indian Gas Firms Restrict Domestic Supplies Amid West Asia Conflict

09 Mar 2026 CW Team

Gujarat Gas Ltd declared a force majeure in a stock exchange filing and has restricted supplies to industrial clients; its parent GSPC obtains most gas from Qatar and Abu Dhabi National Oil Company for local sale. Petronet LNG Ltd issued a force majeure notice to its supplier QatarEnergy and to local buyers after three LNG tankers were unable to reach the Ras Laffan loading port. QatarEnergy in turn informed Petronet of a potential force majeure due to the hostilities.

Major buyers such as GAIL (India) Ltd and Indian Oil Corp have reduced gas supplies to industries, and fertiliser makers including Indian Farmers Fertiliser Cooperative Ltd and Kribhco Fertilizers Ltd have seen marginal production impacts. There have been no announced cuts to household supplies or to the automotive sector. Sources said firms are managing allocations to prioritise critical customers.

India imported 27 million tonnes of liquefied natural gas (LNG) in 2024/25, about half of its overall gas consumption, with the bulk coming from Qatar; this equates to 27 mn t. Transit through the Strait of Hormuz has slowed after attacks and retaliatory strikes, affecting roughly one fifth of global oil movements and notable volumes of liquefied natural gas. Shipping disruptions have left some tankers unable to reach loading ports and prompted contingency measures across the supply chain.

Market participants and importers are monitoring tanker movements and supply schedules while companies adjust domestic allocations to mitigate shortages. The situation remains fluid and depends on developments in the region and on the ability of suppliers and shippers to resume normal operations. Governments and industry stakeholders are assessing options to stabilise supplies and support critical sectors.

Several Indian gas companies have restricted domestic natural gas supplies under force majeure clauses as hostilities in West Asia escalated, affecting shipments and loading schedules. The disruptions have hit supplies from Qatar, a major source of liquefied natural gas for India. Industry sources said measures have included cuts to industrial customers and marginal reductions to fertiliser production. Gujarat Gas Ltd declared a force majeure in a stock exchange filing and has restricted supplies to industrial clients; its parent GSPC obtains most gas from Qatar and Abu Dhabi National Oil Company for local sale. Petronet LNG Ltd issued a force majeure notice to its supplier QatarEnergy and to local buyers after three LNG tankers were unable to reach the Ras Laffan loading port. QatarEnergy in turn informed Petronet of a potential force majeure due to the hostilities. Major buyers such as GAIL (India) Ltd and Indian Oil Corp have reduced gas supplies to industries, and fertiliser makers including Indian Farmers Fertiliser Cooperative Ltd and Kribhco Fertilizers Ltd have seen marginal production impacts. There have been no announced cuts to household supplies or to the automotive sector. Sources said firms are managing allocations to prioritise critical customers. India imported 27 million tonnes of liquefied natural gas (LNG) in 2024/25, about half of its overall gas consumption, with the bulk coming from Qatar; this equates to 27 mn t. Transit through the Strait of Hormuz has slowed after attacks and retaliatory strikes, affecting roughly one fifth of global oil movements and notable volumes of liquefied natural gas. Shipping disruptions have left some tankers unable to reach loading ports and prompted contingency measures across the supply chain. Market participants and importers are monitoring tanker movements and supply schedules while companies adjust domestic allocations to mitigate shortages. The situation remains fluid and depends on developments in the region and on the ability of suppliers and shippers to resume normal operations. Governments and industry stakeholders are assessing options to stabilise supplies and support critical sectors.

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