India LPG Use Hits 6-Month High as Supply Curbs End

India's LPG use fell 8% year-on-year to about 14.74 million tonnes in the first half of 2026, after the Strait of Hormuz closure choked off the key cooking fuel. During the conflict, the government rationed supplies, giving 100% to households and 70% to commercial consumers. Those restrictions were lifted on June 25, 2026. Households account for about 90% of consumption, with commercial and industrial users taking the rest.

Other fuels had a weaker month. Diesel consumption fell 6.5% month-on-month to around 8.05 million tonnes in July, though it was up more than 9% year-on-year and above the five-year average for the month. Monsoon rains typically curb industrial activity and mobility, weighing on transport fuels. Petrol use rose marginally to 3.8 million tonnes, up almost 9% from a year earlier. Jet fuel slipped to 699,000 tonnes, the lowest since December 2023, down roughly 4% month-on-month and 1.5% year-on-year.

March 2026 was a standout month for transport fuels, with diesel hitting a record 8.73 million tonnes and petrol reaching 3.78 million tonnes.