The government has prioritized gas supply for household PNG and CNG, which may lead to curtailments for industrial users. Analysts at Nomura estimate that a 20% reduction in gas supply could impact Mahanagar Gas Limited (MGL) and Indraprastha Gas Limited (IGL) by approximately 3% on volumes.

Gujarat Gas Limited, which supplies around 49% of its total volume to industrial and commercial consumers, is expected to face a more significant impact, with estimates suggesting a 10% reduction in volumes due to its higher exposure to these segments.

Mahanagar Gas Limited, on the other hand, distributes about 16% of its total gas to industrial and commercial segments, while Indraprastha Gas Limited allocates around 13% for similar purposes. This prioritization of household needs raises concerns about the future supply for industrial operations.

In Noida, the minimum waiting period for booking a domestic LPG cylinder refill has increased to 25 days, up from 21 days, affecting many households. Noida has around 10 lakh LPG connections, while Ghaziabad has 12 lakh, with a portion of these classified as commercial.

Approximately 8,000 LPG connections in Noida and around 15,000 in Ghaziabad are categorized as commercial, indicating a significant reliance on gas supply for business operations in these areas.

Despite the curtailment for industrial users, the supply of PNG and CNG in the region has continued without interruption. The gas supply network in western Uttar Pradesh is connected to the Hazira-Vijaipur-Jagdishpur pipeline operated by GAIL (India) Limited, ensuring some level of stability in supply.

Authorities have issued directions to mitigate inconvenience for domestic consumers regarding LPG supply, emphasizing the importance of maintaining access for households amid these changes.

As the situation develops, observers will be watching closely to see how these changes will affect the operational capacities of companies like IGL and MGL, as well as the overall gas supply landscape in India.

Details remain unconfirmed regarding the full extent of the impact on industrial users and how long these curtailments may last.

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Adani Total Gas shares jumped 13.08% to Rs 534.25 on March 11, 2026, following a significant reduction in liquefied natural gas (LNG) supply from the Middle East. The stock reached an intraday high of Rs 544.00 during trading hours.

The surge in share price is attributed to Qatar halting LNG production after an Iranian drone attack, which has raised concerns over supply disruptions. India relies heavily on imports for its LNG needs, with approximately 40% of its supply coming from Qatar.

In response to these supply issues, Adani Total Gas has increased its gas prices to Rs 119 per standard cubic metre. This price adjustment reflects the ongoing challenges in securing stable energy supplies amid geopolitical tensions.

During the trading session, a total of 59.44 lakh shares were traded, with a total traded value of Rs 316.62 crore. Despite the recent rise, the year-to-date returns for the stock remain at -9.74%, with one-year returns standing at -10.21%.

The rise in Adani Total Gas Limited share price is due to supply problems arising from the ongoing conflict in the Middle East. Whenever international energy routes face disruptions, gas-linked companies in India often react quickly in the stock market.

The ongoing conflict in the Middle East has affected global energy routes, particularly shipments through the Strait of Hormuz, a critical passage for LNG exports. This situation has heightened the volatility in energy markets, impacting companies like Adani Total Gas.

Market analysts are closely monitoring the developments in the region, as further disruptions could lead to more fluctuations in share prices for energy companies. Details remain unconfirmed regarding the long-term implications of these geopolitical tensions on supply chains.

As the situation evolves, investors are advised to stay informed about the latest updates regarding LNG supplies and the broader energy market dynamics.

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The ongoing Middle East crisis has raised significant concerns regarding gas prices in India, primarily due to disruptions in liquefied petroleum gas (LPG) supplies. As of March 11, 2026, the price of a 14.2 kg non-subsidised LPG cylinder in Delhi has reached ₹913.00, following a ₹60 increase on March 7.

India imports around 60 percent of its total LPG demand, primarily from the Middle East, making it particularly vulnerable to geopolitical tensions in the region. The crisis has led to a shortage of LPG, impacting domestic consumers and commercial users alike.

In addition to domestic LPG price hikes, commercial LPG prices have also risen, increasing by ₹114.5 per cylinder. This trend reflects broader disruptions in the energy market, with European natural gas prices surging nearly 40% last week after Qatar Energy halted production at a key LNG facility due to the conflict in West Asia.

Gas-related stocks have reacted sharply to these developments. Shares of Adani Total Gas, for example, jumped by 13.08 percent as the company raised gas prices for industrial clients in response to supply issues. Other gas-related stocks, such as Gujarat Gas, have also seen increases of up to 15%.

The Strait of Hormuz, a vital global energy transit corridor, is currently facing severe disruptions amid heightened security risks, further tightening supplies. Disruptions in shipments through this route have had a direct impact on gas prices in India, as noted by industry analysts.

“India relies heavily on imports to meet its cooking gas needs, with nearly 60% of its total LPG demand sourced from overseas,” an industry expert stated. This dependency underscores the challenges faced by the country in navigating the current energy crisis.

As the situation evolves, the impact of the Middle East crisis on India’s energy market remains a critical concern. The conflict has already begun to affect natural gas and LPG supplies, leading to increased prices for consumers.

Details remain unconfirmed regarding the long-term implications of these disruptions on gas prices in India. Stakeholders are closely monitoring the situation as they anticipate further developments in the region.

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