India Energy Tracker — Crisis Dashboard
Live impact of the West Asia conflict on India's energy & economy.
Day 189 — the war grinds on: the Jun 17 MOU stays collapsed (since Jul 8) and the US blockade of Iranian ports holds. Trump flags a possible strike on Iran's "Pickaxe Mountain" site; Brent ~$95, rupee ₹94.49. Last updated: --
India Power Grid
Loading live demand + generation mix from MERIT INDIA…
Commodity Price Trends
Brent ~$95 (-2.35% on Sep 4). OMC daily under-recovery meter ~₹1,000 Cr/day (gross, on the 14-day-average Brent vs the $72 reference).
India Fuel Prices
Retail prices held by policy controls + OMC absorption.
Current PricesFuel prices in India are revised daily by oil marketing companies (IOCL, BPCL, HPCL) based on international crude oil prices, exchange rate, and government taxes. Prices shown are the latest published retail rates.Other Cities
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Oil Import Dependency
89% imported — high exposure to global oil shocks.
Top Suppliers
Strait of Hormuz · Chokepoint
HIGH RISKThe Strait of Hormuz is a 33km-wide chokepoint through which ~21 million barrels of oil pass daily. ~50% of India's crude transited this route pre-conflict. India has since rerouted 70% of imports via alternate sources (Russia, Africa). Any prolonged blockade would still severely disrupt global oil prices.~40% of India's crude crosses Hormuz. Routes indicative.
Strategic Petroleum Reserve
Facilities
How India Compares
IEA mandates 90 days of net import cover for member countries. India's SPR covers only 9.5 days at full capacity (~6 days at current 64% fill) — the lowest among major oil importers. *Post Mar 2026 IEA emergency release.
Crisis Timeline
LIVE
Related Coverage
Frequently Asked Questions
Updated dailyQuick answers on the West Asia conflict's impact on India's energy markets.
What is the current Brent crude oil price during India's energy crisis?
Brent crude is trading at ~$95 on Sep 5, 2026 (live feed), having eased from its July war-breakout peak. The $72 CCEA reference remains well below spot, keeping OMC under-recovery near ₹1,000 Cr/day.
How much are Indian Oil Marketing Companies (OMCs) losing daily?
The OMC daily under-recovery meter reads ~₹1,000 Cr/day as of Sep 5, 2026 (Day 189), per the (Brent-72)×62.5 formula on the 14-day-average Brent. Cumulative under-recovery since the war began (Feb 28) now exceeds ₹2 lakh-Cr on the same formula; the daily meter is the live figure.
Is the Strait of Hormuz still blocked?
Hormuz tanker traffic remains a fraction of the ~129/day pre-war run-rate. With the CENTCOM naval blockade of Iranian ports still in force into September (Day 189) and a second chokepoint now contested on the Bab al-Mandeb, transit stays heavily suppressed. Aramco's ~100M bbls/week supply-loss signal has not been revised. A precise current daily vessel count is not independently confirmed here.
What is the impact on petrol, diesel, and LPG prices in India?
Four P+D hikes + two CNG hikes in 12 days. Delhi petrol ₹94.77 → ₹102.12, diesel ₹87.67 → ₹95.20 (May 15 +₹3, May 19 +~90p, May 23 +87p, May 25 +₹2.61 — steepest yet). CNG ₹77.09 → ₹83.09 (May 15 +₹2, May 23 +₹1, May 26 +₹2 IGL bulletin). LPG ₹913 held through all six. Triggers: fortnightly-average crude (OMCs), input gas costs + USD (IGL). Fuel Watch →
How many Indians are at risk in the Gulf region?
9M+ Indians in the Gulf (UAE 3.5M, Saudi 2.6M + others). 9.84 lakh passengers returned from West Asia (MEA, Apr 15) — cumulative returns incl. routine travel, not solely evacuees. May 4: 3 Indians wounded in Iran drone strike at Fujairah — first Iran-war injuries inside UAE.
When did the 2026 West Asia conflict begin?
The war began Feb 28, 2026 with the US-Israel 'Operation Epic Fury'. Today, Sep 5, 2026, is Day 189. A US-Iran ceasefire MOU signed Jun 17 collapsed on Jul 8 after attacks by both sides — Trump declared it 'over' — and US strikes resumed on Jul 13, with CENTCOM's naval blockade of Iranian ports restored and still in force. On Sep 4 Trump called the war 'small potatoes' while flagging further strikes on Iran.
What is India's daily oil import bill during the war?
~$17.5B/mo at Brent ~$100 (vs pre-war ~$14.2B). India imports 89% of its crude — 3rd-highest dependency globally. Top supplier: Russia 35%, Iraq 14%, USA 12%.
Has the US-Iran ceasefire been signed?
No final peace deal — and the interim one is dead. The Jun 17 MOU collapsed on Jul 8 and the war resumed. Indirect US-Iran talks in Doha (Jun 30 - Jul 2) stalled over the Strait of Hormuz: Iran claims joint sovereignty with Oman and wants transit tolls, while Washington argues an international waterway needs Gulf endorsement. Iran cites 'Clause 13' to bar final-deal talks until the US implements the interim terms.
Sources: Live data from OilPriceAPI, Yahoo Finance, RBI, PPAC. Editorial from CNBC, Al Jazeera, Reuters, BBC, NY Times, Fortune, CBS News. Methodology →
What Happens Next?
Scenarios for further oil price rises or supply shocks.
Oil Shock: What If?
InteractiveSimulate how Brent moves hit India's fuel costs and economy.
5-Year Historical View: What Consumers Paid vs What They Would Have Paid
5 years of pump prices vs the oil-shock counterfactual — every value sourced.