Gas on the line: will the Iran war squeeze India's piped gas next?

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The Iran war has raised concerns about India's piped natural gas (PNG) supply, which serves homes, industries, and vehicles. While India's PNG supply relies on both domestic production and imported liquefied natural gas (LNG), the government prioritizes household and vehicle use. Currently, no immediate disruption is expected for these sectors, but industrial and commercial customers are facing supply cuts as gas is diverted. In the event of a significant LNG shortage or price surge, industries may switch to alternative fuels, and gas-fired power plants could reduce generation. India's PNG network is rapidly expanding, with over 15 million household connections and increasing CNG vehicle usage.
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