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India Energy Crisis Dashboard

Real-time impact of the West Asia conflict on India's oil, fuel, fertilizer prices and economy

Last updated: --
Strait of Hormuz tensions escalating — ~60% of India's crude oil transits this route
Brent Crude
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USD/barrel
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Yahoo Finance
WTI Crude
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USD/barrel
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Yahoo Finance
USD / INR
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Exchange Rate
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Frankfurter / ECB
Gold
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USD/oz
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Yahoo Finance
Natural Gas
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USD/MMBtu
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Yahoo Finance
Crisis Index
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Calculating...
Composite Score

Commodity Price Trends

Brent--
WTI--
90-Day High--
90-Day Low--
India Basket~$98-102
Pre-conflict (Sep 2025)~$72/bbl
Current spike--
India's pain threshold$80/bbl
OPEC+ target$80-90/bbl
Gold (Current)--
90-Day High--
90-Day Low--
Gold surges as safe-haven asset during conflictFlight to safety
India gold imports (Jan 2026)+349% YoY
Impact on CADWidens deficit
Nat Gas (Current)--
90-Day High--
90-Day Low--
Qatar Ras Laffan LNG facilityDamaged
India LNG import share54% of gas consumption
Petronet force majeureActive
Source: Yahoo Finance (BZ=F, CL=F, GC=F, NG=F) — 15 min delay

India Fuel Prices

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.
Petrol -- Rs/L Delhi
Diesel -- Rs/L Delhi
LPG -- 14.2 kg
CNG -- Rs/kg Delhi
ATF (Aviation Fuel) -- Rs/kl

City-wise (Rs/L)

Source: IOCL / PPAC, Ministry of Petroleum

Real Impact Calculator

Why It Matters India imports 87% of its crude oil. When Brent price rises and the rupee weakens simultaneously, the actual cost to India multiplies — driving up petrol, diesel, LPG, fertilizer prices, widening the trade deficit, and fuelling inflation. This calculator shows that real-time compounding effect.
Brent Crude
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USD/bbl
USD/INR
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Exchange Rate
Rupee Cost of Crude
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INR/barrel
Daily Import Cost
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Crore INR/day
Daily Oil Consumption
5.7M bbl/day
India is world's 3rd largest oil consumer
EIA / PPAC
Domestic Production
0.59M bbl/day
Only ~10% of demand met domestically
DGH / ONGC
Govt Subsidy Burden
₹1.71L Cr
Fertilizer subsidy FY27 (Union Budget)
Budget FY26
Diesel → Food Inflation
Every $10/bbl rise adds ~1.5% to food CPI via transport & farm costs
RBI estimates
Forex Reserve Burn
~$3-5B/mo
RBI selling reserves to defend rupee at 85-87 level
RBI weekly data
OPEC+ Output
Cutting
Production cuts extended, tightening global supply
OPEC Secretariat

Oil Import Dependency

89% of crude oil is imported

Top Suppliers

Source: PPAC, Ministry of Petroleum FY2024-25

Strait of Hormuz — Chokepoint

HIGH RISKThe Strait of Hormuz is a 33km-wide chokepoint through which ~21 million barrels of oil pass daily. ~60% of India's crude imports transit this route. Any military blockade or mine-laying would immediately spike global oil prices and disrupt India's energy supply within days.
21M barrels/day through Hormuz
60% of India's crude via this route
33 km narrowest width
+300% shipping insurance surge
Google Maps | Route data: EIA | Insurance: Lloyd's of London

Fertilizer Supply Crisis

DisruptedWest Asia conflict has disrupted ammonia and phosphate shipping routes from Oman, Saudi Arabia, and Iran. Delivery delays of 3-4 weeks are increasing landed costs and threatening Kharif season input availability for Indian farmers.
Urea
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USD/t
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DAP
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USD/t
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MOP
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USD/t
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Agriculture Impact

Fertilizer Subsidy FY26--
Import Cost Increase--

Supply Chain & Food Impact

India's Fertilizer Import Share~30%
Key Import Sources at RiskOman, Saudi, Iran
Kharif Crop Input Cost Rise+12-18%
Food Inflation (Vegetables)+8.6% YoY
MSP Revision PressureHigh
Source: World Bank Commodity Data / Dept. of Fertilizers / MOSPI

Economic Impact on India

CAD--% of GDP
CPI Inflation--YoY
Forex Reserves--Bn USD
Oil Import Bill--Bn USD/mo

Stock Market

NIFTY 50 -- --
SENSEX -- --

Key Oil & Gas Stocks

ONGC----
Reliance----
IOC----
BPCL----

Fiscal Pressure

Excise Cut Revenue Loss₹1.6L Cr/yr
Fiscal Deficit Target FY274.3% of GDP
RBI Rate Action RiskPause / Hike
Source: Yahoo Finance (^NSEI, ^BSESN) | RBI, MOSPI, Budget FY26

Strategic Petroleum Reserve

-- days of import cover
Capacity5.33 MMT
Current Stock--
Phase II6.5 MMT

Facilities

Visakhapatnam — 1.33 MMT
Mangaluru — 1.50 MMT
Padur — 2.50 MMT
Source: ISPRL / Ministry of Petroleum

Crisis Timeline

Sources: Al Jazeera, CNN, ACLED, Britannica, The Core, PM India, Business Standard

War Casualties

--Casualty figures are contested and vary by source (HRANA, IFRC, government claims). We present ranges from multiple credible sources. Figures update as new reports are verified.
-- estimated killed across all parties Day -- of conflict

India's Response

UN Vote--
Citizens Evacuated--
Diplomatic Stance--
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Impact on Indian Diaspora

At RiskOver 9 million Indians work in GCC countries. The conflict endangers safety and employment — especially blue-collar workers in construction, hospitality, and oil services.
-- Indians in Gulf at risk

Remittances at Risk

Gulf Remittances (FY25)--
Total India Remittances--
Gulf Share--
Remittance as % of GDP--
Most Affected States--
Risk if 6-mo Conflict--
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