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Broader and Hidden Implications of West Asia Conflict for India
April 11, 2026

Context:

  • The ongoing conflict in West Asia has disrupted LPG supply chains to India, triggering a domestic fuel crisis.
  • This has led to rising LPG prices, panic buying, black-marketing, and economic distress in small industries.
  • The situation has broader implications, extending beyond energy security to food security and nutrition outcome.

Immediate Impacts of LPG Supply Disruption:

  • Rising household expenditure:
    • According to the Household Consumption Expenditure Survey (HCES) 2023-24, fuel and light account for 6.1% (rural) and 5.6% (urban) of monthly per capita expenditure.
    • Increase in LPG prices directly raises the cost of cooking meals, comparable to spending on health and education.
  • Economic ripple effects:
    • Reduced LPG availability affects small-scale industries reliant on LPG, urban informal workforce, leading to reverse migration (similar to COVID-19 trends).
    • Government response: Prioritisation of domestic consumption over commercial use, and diversification of import sources.

Indirect Effects on Food Systems:

  • Rising cost of agricultural production:
    • India’s dependence on fertiliser imports makes it vulnerable to global disruptions.
    • Increased costs of fertilisers, mechanisation, and transportation - likely to trigger food inflation.
  • Supply chain disruptions: Higher logistics costs impact availability and affordability of food items, especially perishables.

Impact on Nutritional Security:

  • Cost of a Healthy Diet (CoHD):
    • Based on ICMR dietary guidelines, average CoHD (non-vegetarian diet) was ₹73.1/person/day (2023-24).
    • This indicates that 25–49% of the population are already unable to afford a healthy diet.
  • Role of cooking fuel costs: Meal preparation adds ₹9.5 extra, including ₹6.5 from fuel costs alone. This raises unaffordability to 32–62% of the population.
  • Post-crisis scenario: Rising LPG prices and food inflation may further result in declining dietary diversity and nutrition intake. This will create a disproportionate impact on poor and vulnerable households.

Key Challenges:

  • Structural issues: High import dependence (LPG and fertilisers), and weak resilience of food supply chains.
  • Affordability crisis: Rising cost of living affecting both food and fuel, increasing nutrition inequality.
  • Social dimensions: Exclusion of migrant populations from welfare schemes. Intra-household dynamics affecting food distribution and access.
  • Policy gaps: Food policies often ignore cooking fuel as a determinant of nutrition. Limited focus on dietary diversity.

Way Forward:

  • Short-term measures:
    • Expand social safety nets, for example, subsidise nutritious foods (pulses, vegetables, eggs, meat, nuts).
    • Strengthen schemes like PMUY (Pradhan Mantri Ujjwala Yojana) to ensure continued LPG affordability, and including migrant workers temporarily.
    • Price stabilisation through buffer stocks and market intervention.
  • Medium-term interventions: Improve public distribution system (PDS) to include nutrient-rich foods, strengthen last-mile delivery mechanisms, and enhance urban food security frameworks.
  • Long-term structural reforms:
    • Promote domestic fertiliser production and reduce import dependency, and encourage nutrition-sensitive agriculture.
    • Adopt a food systems approach integrating production, distribution, consumption, and energy access.

Conclusion:

  • The LPG crisis triggered by geopolitical instability highlights the deep interlinkages between energy security, food systems, and nutrition security.
  • In a country already grappling with high levels of malnutrition, such shocks can exacerbate vulnerabilities.
  • A shift towards a holistic food systems approach, backed by inclusive welfare policies and resilient supply chains, is essential to safeguard India’s nutritional well-being in times of global uncertainty.

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