The United States has become India’s leading supplier of liquefied natural gas and liquefied petroleum gas for May, displacing traditional Gulf exporters as maritime traffic through the Strait of Hormuz faces severe disruptions.
The shift marks a tangible acceleration in New Delhi’s pivot away from Middle Eastern energy routes that are currently exposed to geopolitical friction.
The trade realignment comes as the Strait of Hormuz remains a high-risk corridor for commercial shipping.
With Gulf exports to India effectively stalled by the ongoing tensions, American LNG and LPG cargoes have filled the immediate supply gap.
This development underscores the strategic value of U.S. energy exports to South Asian markets during periods of regional instability.
The disruption in the Hormuz Strait has already triggered broader market anxiety, with Indian households bracing for potential fuel price increases starting in June.