The government has decided to prioritize gas supply for household PNG and CNG, which may lead to a curtailment of supply for industrial users. This decision is expected to have varying impacts on companies such as Indraprastha Gas Limited (IGL), Gujarat Gas Limited, and Mahanagar Gas Limited.

Impact on Companies

Gujarat Gas has approximately 49% of its total volume supplied to industrial and commercial consumers, making it particularly vulnerable to the supply changes. Mahanagar Gas Limited (MGL) and Indraprastha Gas Limited (IGL) have 16% and 13% of their total gas distribution allocated to industrial and commercial segments, respectively.

Analysts from Nomura estimate that a 20% curtailment in gas supply to these segments could impact MGL and IGL by around 3% each on their volumes. In contrast, Gujarat Gas is likely to face a more substantial impact, estimated at around 10% on its volumes due to its higher exposure to the industrial and commercial segment.

In Noida, the minimum waiting period for booking a domestic LPG cylinder refill has increased to 25 days, up from 21 days. This change affects around 10 lakh LPG connections in Noida and 12 lakh in Ghaziabad, with approximately 8,000 and 15,000 connections classified as commercial, respectively.

Despite these challenges, 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, which has so far maintained its operations.

Government Measures

Authorities have issued directions to ensure that domestic consumers do not face inconvenience in LPG supply. However, the prioritization of household needs over industrial requirements raises concerns about the future availability of gas for commercial use.

Looking Ahead

As the situation develops, observers will be closely monitoring the impacts on gas supply and the potential long-term effects on industrial consumers. Details remain unconfirmed regarding the full extent of the curtailment’s impact on specific companies and sectors.

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Adani Total Gas shares jumped 13.08% to Rs 534.25 on March 11, 2026, following significant disruptions 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 energy supply routes. India imports approximately 40% of its LNG from Qatar, making it particularly vulnerable to such disruptions.

In response to the supply issues, Adani Total Gas has increased gas prices to Rs 119 per standard cubic metre. This adjustment reflects the immediate impact of the ongoing conflict in the Middle East on energy markets.

On the trading day, a total of 59.44 lakh shares were exchanged, with a traded value of Rs 316.62 crore. However, despite the recent uptick, the stock has experienced year-to-date returns of -9.74% and one-year returns of -10.21%.

Market analysts note that gas-linked companies in India often react swiftly to international energy disruptions. One expert commented, “Whenever international energy routes face disruptions, gas-linked companies in India often react quickly in the stock market today.”

The ongoing conflict in the Middle East has significantly affected global energy routes, particularly shipments through the Strait of Hormuz, which is a crucial passage for LNG exports.

As the situation develops, investors are closely monitoring the impact of geopolitical tensions on energy prices and supply chains. Details remain unconfirmed regarding the long-term implications of these disruptions on Adani Total Gas and the broader market.

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The ongoing crisis in the Middle East has raised significant concerns regarding gas prices in India. This situation has led to a noticeable increase in the cost of liquefied petroleum gas (LPG), which is essential for domestic cooking.

As of March 11, 2026, the price of a 14.2 kg non-subsidised LPG cylinder in Delhi stands at ₹913.00, following a hike of ₹60 that took effect on March 7. India imports around 60 percent of its total LPG demand, primarily from the Middle East, making it particularly vulnerable to international supply disruptions.

Impact on the energy market

The crisis has not only affected LPG prices but also the broader energy market in India. Stocks related to gas supply, such as Adani Total Gas and Gujarat Gas, have seen sharp increases, with Adani Total Gas shares jumping by 13.08 percent. This surge is attributed to a price hike for industrial clients and disruptions in liquefied natural gas (LNG) supply routes.

Disruptions in shipments through the Strait of Hormuz, a key global energy transit corridor, have tightened supplies as tanker movement faces heightened security risks. The conflict in the Middle East has started to affect India’s energy market, particularly natural gas and LPG supplies.

Global implications

The situation is further complicated by international developments. Qatar has halted LNG production due to the ongoing conflict in West Asia, contributing to a global surge in natural gas prices. European natural gas prices surged nearly 40% last week following this news, indicating a ripple effect that could influence gas prices in India.

Domestic cooking gas prices have increased significantly, with commercial LPG prices rising by ₹114.5. The rise in prices reflects the broader trend of increasing energy costs driven by geopolitical tensions.

As India continues to rely heavily on imports to meet its cooking gas needs, the impact of these international developments remains a critical concern for consumers and businesses alike. The future of gas prices in India will depend on the resolution of the ongoing crisis in the Middle East and its implications for global energy supplies.

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