Indian government confirmed on March 18, 2026, that the nation’s energy security is facing a critical test as over 1.67 million tonnes of crude oil, 3.2 lakh tonnes of LPG, and 2 lakh tonnes of LNG remain stranded in the Strait of Hormuz. The blockade, a result of retaliatory strikes between the U.S.-Israel alliance and Iran, has effectively “frozen” one of the world’s most vital energy arteries.
The “Stranded 22”: A Breakdown of Indian Vessels
Rajesh Kumar Sinha, Special Secretary in the Shipping Ministry, detailed that 22 Indian-flagged vessels are currently stuck on the western side of the Strait (inside the Persian Gulf). While the cargo is critical, the government’s primary focus remains the safety of the 611 Indian seafarers currently on board these ships.
| Vessel Type | Count | Primary Cargo |
| LPG Carriers | 6 | 3.2 Lakh Metric Tonnes (Cooking Gas) |
| Crude Oil Tankers | 4 | 16.7 Lakh Metric Tonnes |
| LNG Tanker | 1 | ~2 Lakh Metric Tonnes |
| Others | 11 | Containers, Bulk Carriers, Dredgers |
Diplomatic & Military Maneuvers
In a high-stakes effort to break the deadlock, India has activated multiple channels to secure “safe passage” for its energy fleet:
- The “Jaishankar-Araghchi” Dialogue: External Affairs Minister S. Jaishankar has held three rounds of talks with his Iranian counterpart. Reports suggest Iran may allow “select transit” for Indian-flagged vessels after owner-verification.
- Naval Escorts: The Indian Navy has deployed multiple warships to the Gulf region. Recent arrivals like the Jag Laadki (carrying 81,000 MT of crude) and the Nanda Devi (LPG) were reportedly escorted through the high-risk zone after “going dark” (turning off AIS transponders).
- PM-Level Outreach: Prime Minister Narendra Modi spoke with UAE President Sheikh Mohamed bin Zayed Al Nahyan on March 17 to coordinate regional stability and ensure the “free navigation” of the Strait.
Domestic Impact: Shortages & “Vibe Shifts”
The disruption hits India particularly hard because 90% of its imported LPG (60% of total national need) typically flows through this 34-km-wide chokepoint.
- Commercial Rationing: LPG supplies to hotels, restaurants, and industrial users have been curtailed across several states including Kerala, Telangana, and West Bengal.
- Panic Buying: Long queues have been reported at fuel stations in Kolkata and Hyderabad, with “black market” prices for commercial cylinders reportedly reaching ₹2,500.
- The Pivot to Russia: To offset the Gulf shortfall, India has rapidly increased its crude intake from Russia and West Africa, which now account for 70% of current inflows as of mid-March.
Outlook for the Week
While the arrival of the Jag Laadki at Mundra Port yesterday provided a moment of relief, the “Hormuz overhang” remains. Experts warn that unless a formal “humanitarian corridor” is established for energy vessels, India may have to dip further into its Strategic Petroleum Reserves (SPR), which currently hold roughly 9.5 days of net import cover.
