**Executive Summary**
This report details an Inter-Ministerial briefing held on May 25, 2026, addressing India's resource stability amid the West Asia crisis. The government confirmed comfortable stock positions for fertilizers and prioritized domestic fuel supplies, supported by strategic international agreements with the UAE. Key deadlines include the extension of the National PNG Drive 2.0 to June 30, 2026, to sustain momentum in gas infrastructure expansion.
**Key Points / Main Content**
**Fertilizer Security and Stock Position**
* **Kharif 2026 Preparedness:** The total requirement is assessed at 390.54 Lakh Metric Tonnes (LMT), with current stocks at 200.12 LMT (51% of total need), exceeding the usual 33% buffer.
* **Supply Management:** Approximately 117.6 LMT has been added post-crisis through domestic production and imports; 13.5 LMT of DAP and 9 LMT of NPKs are secured to arrive in May and June.
* **Financial Support:** The Department of Fertilizers is reviewing availability weekly and paying all industry subsidy bills on a weekly basis to maintain operational efficiency.
**Energy and Fuel Availability**
* **Domestic Prioritization:** The government has ensured 100% supply for domestic LPG, PNG, and CNG (Transport) despite geopolitical tensions.
* **Supply Metrics:** Over 1.72 crore LPG cylinders were delivered in a four-day period, and online bookings have reached approximately 99% on an industry basis.
* **Commercial Allocation:** Commercial LPG allocation stands at 70% of pre-crisis levels, with priority given to hospitals, educational institutions, pharma, and agriculture sectors.
**Natural Gas Infrastructure**
* **PNG Expansion:** Total connections reached 10.86 lakh since March 2026, with infrastructure created for an additional 2.87 lakh connections.
* **Regulatory Support:** The Natural Gas and Petroleum Products Distribution Order, 2026, was notified to streamline pipeline expansion and land access.
* **Transition Incentives:** States opting for the model draft State CBG Policy will receive priority for additional commercial LPG allocations.
**Enforcement and Pricing Measures**
* **Anti-Hoarding Actions:** In a four-day span, authorities conducted over 6,480 raids, resulting in the seizure of 680 cylinders and the suspension of 82 LPG distributorships.
* **Fiscal Interventions:** To protect consumers from rising crude prices, the government reduced excise duties on petrol and diesel by Rs. 10/litre and lowered export levies on diesel and ATF.
**Diplomatic and International Relations**
* **UAE Strategic Partnership:** A May 15, 2026, visit by the Prime Minister resulted in agreements to boost the Strategic Petroleum Reserve and a pledge of US$ 5 billion in investments from UAE entities.
* **Citizen Welfare:** Indian Missions remain in active contact with community members and seafaring organizations in West Asia to ensure their wellbeing.
**Impact Analysis**
**General Consumers**
**Impact:** Affected by global crude price hikes and potential supply rumors; however, they benefit from reduced excise duties and prioritized domestic LPG supply.
**Action Required:** Avoid panic purchasing of fuel, utilize digital booking platforms for LPG, and adopt energy conservation practices.
**Farmers**
**Impact:** Secured by a fertilizer stock position that significantly exceeds standard buffer requirements for the Kharif 2026 season.
**Action Required:** Monitor official updates regarding fertilizer availability at affordable rates.
**State and Union Territory Governments**
**Impact:** Empowered under the Essential Commodities Act, 1955, to regulate supply and combat black marketing.
**Action Required:** Conduct daily press briefings, monitor social media for fake news, and expedite approvals for CGD network expansions.
**Commercial Establishments (Hotels, Restaurants, Canteens)**
**Impact:** Facing reduced commercial LPG allocations (70% of pre-crisis levels) compared to domestic users.
**Action Required:** Prioritize transitioning to PNG connections to address LPG availability concerns.
**Oil Marketing Companies (OMCs)**
**Impact:** Tasked with maintaining high refinery output and conducting rigorous field inspections.
**Action Required:** Intensify enforcement drives against hoarding and continue organizing awareness camps for 5kg FTL cylinders.
Key Entities Referenced
Essential Commodities Act, 1955: The primary legislation under which the government monitors fuel supply and prevents hoarding or black marketing of petroleum products and fertilizers.
Natural Gas and Petroleum Products Distribution Order, 2026: A notified order providing a time-bound framework for the expansion of pipeline infrastructure to accelerate the transition to a gas-based economy.
Empowered Group of Secretaries (EGoS): A high-level committee responsible for addressing supply chain issues and ensuring the adequate availability of fertilizers.
National PNG Drive 2.0: A government initiative extended until June 2026 to sustain momentum in the expansion of Piped Natural Gas (PNG) connections.
Petroleum and Natural Gas Regulatory Board (PNGRB): The regulator directing City Gas Distribution entities to expedite domestic PNG connections and infrastructure development.
Ministry of Petroleum & Natural Gas
Inter-Ministerial Briefing on Recent
Developments in West Asia
Overall Stock Position of Fertilizers in the Country is
Comfortable; Availability Consistently Exceeds Requirement
About 1.72 Crore LPG cylinders delivered against bookings of
around 1.66 Crore LPG cylinders during the last 4 days
PSU OMCs organised about 15,400 awareness camps for 5
Kg FTL Cylinders and sold more than 2.45 Lakh - 5Kg FTL
cylinders during these camps since 3rd April 2026
About 7.99 Lakh PNG connections gasified and infrastructure
created for additional 2.87 Lakh connections, taking the total
to 10.86 lakh connections since March 2026
Indian Missions in the region continue to be in touch with
community members and organizations to ensure their
wellbeing and welfare
Posted On: 25 MAY 2026 6:16PM by PIB Delhi
Amid the evolving situation in West Asia, the Government of India continues its efforts to keep citizens
informed through regular updates. In this regard, a media briefing was held today at the National Media
Centre, where officers from the Ministries of Petroleum and Natural Gas, External Affairs provided
updates on fuel availability and measures being undertaken to maintain stability across key sectors. The
Ministry of Chemicals and Fertilizers has also shared updates regarding the availability and stock position
of fertilizers in the country.
Fertilizer stock position and availability
The Department of Fertilizers has stated that India’s fertilizer security remains strong, stable, and well-
managed, with overall availability consistently exceeding requirements across all major fertilizers. The
overall stock position of fertilizers in the country remains comfortable.
For the upcoming Kharif 2026 season, the Department of Agriculture and Farmers Welfare
(DA&FW) has assessed the total fertilizer requirement at 390.54 Lakh Metric Tonnes (LMT).
Against this requirement, the current stock stands at approximately 200.12 LMT, which covers more
than 51% of the total need. This is significantly higher than the usual buffer level of about 33%.This robust supply reflects the Government's improved planning, advance stocking, and efficient
logistics management.
Following the recent crisis situation, a total of approximately 117.6 LMT of fertilizers has been
successfully added to the overall availability through a combination of imports and domestic
production.
The details of domestic production and imports of fertilizers after the crisis are as follows (in Lakh
Tons):
Urea: Domestic production stood at 57.66, and imports reached on Indian ports at 13.60
DAP: Domestic production stood at 7.93, and imports reached on Indian ports at 0.88
NPKs: Domestic production stood at 18.71, and imports reached on Indian ports at 4.44
SSP: Domestic production stood at 10.70, with no imports
MOP: There was no domestic production, and imports reached on Indian ports at 3.68
Total: The total domestic production was 95, and total imports reached on Indian ports stood at
22.60
To further ensure adequate availability during the peak season, India has successfully secured
approximately 13.5 LMT of DAP and 9 LMT of NPKs (including AS) from out of the Strait of
Hormuz (SOH) region. These consignments are scheduled to arrive at Indian ports in May and June.
The Department of Fertilizers is regularly reviewing the availability of essential inputs required for
the production of fertilizers, namely Urea and P&K fertilizers. Furthermore, to support the
operational efficiency of the industry, the Department is consistently paying all subsidy bills raised
by the companies on a weekly basis.
To tackle supply chain issues, 9 meetings of the Empowered Group of Secretaries (EGoS) have
been held to date. These meetings have been instrumental in ensuring adequate fertilizer availability,
with most challenges having been effectively addressed by the EGoS.
Highlighting the success of these comprehensive measures, the Ministry noted:
“भारत सरकार के प्रभावी प्रयास स ेदेश म घरेलू उादन म लगातार वृ हो रही ह।ै देश म उवरक का पयाप्त भंडार उपलब्ध ह,ै
जससे कसान क आवश्यकताओं क नयमत पूत सुनत हो रही ह ैऔर उ कफायती दर पर उवरक आसानी से उपलब्ध
कराए जा रह ेह।”
Energy Supply and Fuel Availability
The Ministry of Petroleum and Natural Gas provided an update on the current fuel supply
situation, outlining measures being taken to ensure uninterrupted availability of petroleum products
and LPG in the context of the evolving situation in West Asia. It was noted that:
Public Advisory and Citizen Awareness
Citizens are advised to avoid panic purchase of petrol, diesel and LPG as the Govt is making all
efforts to ensure availability of petrol, diesel and LPG.
Beware of rumours and rely on official sources for correct information.
LPG consumers are requested to use digital booking platforms and avoid visiting distributors.
Citizens are encouraged to use alternate fuels such as PNG and electric or induction cooktops.
All citizens are requested to make necessary efforts to conserve energy in their daily use during the
current situation.
Government Preparedness and Supply Management Measures
Despite the ongoing geopolitical situation, the Government has ensured that 100% supply is being
made to Domestic LPG, Domestic PNG and CNG (Transport).
For commercial LPG, priority has been given to hospitals, educational institutions. Besides this,
priority has also been given to pharma, steel, automobile, seed, agriculture, etc. In addition to this,supply of 5 Kg FTL to migrant labour is also doubled based on avg. daily supply on 2nd and 3rd
March 2026.
The Government has already implemented several rationalisation measures on both the supply and
demand side, including enhancing refinery production, increasing the booking interval from 21 to
25 days in urban areas and up to 45 days in rural areas and prioritising sectors for supply.
Coordinated Efforts with States/UTs and Institutional Mechanisms
State Governments are empowered under the Essential Commodities Act, 1955 and LPG Control
Order, 2000 to monitor supply and act against hoarding and black marketing.
Govt. of States/UTs have to play a primary role in monitoring and regulating supply situation of
essential commodities including Petrol, Diesel and LPG. Govt. of India has reiterated the same via
multiple letters and VCs to all States/UTs.
The Government of India vide letters dated 27.03.2026 and 02.04.2026 have stressed the need for
proactive public communication to reassure citizens regarding adequate fuel availability. Regular
review meetings are being held with States/UTs wherein the following points are being emphasized:
(cid:0) To issue daily press briefings and issue regular public advisories.
(cid:0) To actively monitor and counter fake news / misinformation on social media.
(cid:0) To intensify daily enforcement drives by District admin and to continue raids and
inspections in coordination with OMCs
(cid:0) To promote PNG adoptions and alternate fuels.
(cid:0) To prioritize LPG supply, especially for domestic needs, and adopt targeted
distribution of 5 kg FTL cylinders to ensure supply stability.
Enforcement and Monitoring Actions
Enforcement actions continue across the country to curb hoarding and black marketing of
LPG. During last 4 days, more than 6480 raids were conducted, more than 680 cylinders were
seized, 11 FIRs were registered and 1 person was arrested across the country.
Similarly, the surprise inspections by the PSU OMCs officials are also continuing and during
last 4 days, inspections at more than 4100 RO and LPG distributorships have been conducted.
PSU OMCs have strengthened and continued surprise inspections and imposed penalties on
489 LPG distributorships, and 82 LPG distributorships have been suspended till yesterday.
LPG Supply
Domestic LPG Supply Status:
LPG supply continues to be affected by the prevailing geopolitical situation.
Supply of LPG to domestic households has been prioritized.
No dry-outs have been reported at LPG distributorships.
Online LPG cylinder bookings increased to about 99% on an industry basis yesterday.
Delivery Authentication Code (DAC) based deliveries have increased to about 95% to prevent
diversion. DAC is received on the registered mobile number of the consumer.
During last 4 days, about 1.72 Crore LPG cylinders were delivered against bookings of around
1.66 Crore LPG cylinders.
Commercial LPG Supply and Allocation Measures:
Total commercial LPG allocation has been increased to about 70% of pre-crisis levels, including
10% reform-linked allocation.During last 4 days, about 1.96 Lakh – 5 Kg FTL cylinders were sold.
Since 3rd April 2026, PSU OMCs have organised about 15,400 awareness camps for 5 Kg FTL
Cylinders, wherein more than 2.45 Lakh - 5Kg FTL cylinders were also sold.
Yesterday, around 1487 - 5kg FTL cylinders were sold through about 82 camps.
A three-member committee of Executive Directors of IOCL, HPCL and BPCL, in consultation with
State authorities and industry bodies finalises the plan for the sale of Commercial LPG in the
States/UTs.
Since 1-May-26, total of 1,56,898 MT of Commercial LPG has been sold.
During last 4 days, total of 24,557 MT of Commercial LPG has been sold.
During last 4 days, about 942 MT of Auto LPG has been sold by PSU OMCs.
Natural Gas Supply and PNG Expansion Initiatives
Consumers have been prioritised with 100% supplies to D-PNG and CNG-Transport.
Gas supply to other industrial and commercial sectors, including supplies through CGD networks, is
enhanced up to 80%.
CGD entities have been advised to prioritize PNG connections for commercial establishments such
as hotels, restaurants and canteens across all their GAs, to address concerns regarding the
availability of commercial LPG.
States/UTs and Central Ministries have been requested to expedite approvals required for expansion
of CGD networks.
The Government of India vide letter dated 18.03.2026 has offered all States/UTs additional 10%
allocation of commercial LPG to States provided they can help in long term transition from LPG to
PNG.
22 States/UTs are receiving additional commercial LPG allocation linked to PNG expansion
reforms.
The Government of India vide Gazette dated 24.03.2026 has notified the Natural Gas and Petroleum
Products Distribution (Through Laying, Building, Operation and Expansion of Pipelines and Other
Facilities) Order, 2026 under the Essential Commodities Act, 1955. The Order provides a
streamlined and time-bound framework for laying and expanding pipelines across the country,
addressing delays in approvals and access to land, and enabling faster development of natural gas
infrastructure, including in residential areas. It is expected to accelerate PNG network growth,
enhance last-mile connectivity, and support the transition to cleaner fuels, thereby strengthening
energy security and advancing India’s gas-based economy.
PNGRB has directed CGD entities to expedite D-PNG connections. Also, the National PNG Drive
2.0 has been extended till 30.06.2026 to sustain momentum in PNG expansion.
To encourage a cleaner, more secure and self-reliant energy future, the Government of India has
developed a model draft State CBG Policy. The model policy is intended to serve as a
comprehensive flexible guiding framework to enable States to create their own investor-friendly and
implementation-oriented ecosystem for CBG development. Those States which opt for this, will be
prioritized for the next tranche of additional allocation of commercial LPG.
Since March 2026, about 7.99 Lakh PNG connections have been gasified and infrastructure
has been created for additional 2.87 Lakh connections, taking the total to 10.86 lakh
connections. Further, about 8.27 Lakh customers have been registered for new connections.
Till 24.05.2026, more than 59,800 PNG consumers have surrendered their LPG connections
via MYPNGD.in website.
Crude Position and Refinery OperationsAll refineries are operating at high capacity with adequate crude inventories, while sufficient stocks
of petrol and diesel are being maintained.
Domestic LPG production from refineries has been increased to support domestic consumption.
An inter-ministerial Joint Working Group (JWG) has been set up to ensure availability of
petrochemical feedstock supply for the domestic market. Subsequently, Govt. of India vide order
dated 01.04.2026 has permitted Oil Refinery companies including Petrochemical Complexes to
make certain minimum quantities of C3 & C4 streams available for critical sectors as determined by
Centre for High Technology (CHT).
Based on the requests received from the Department of Pharmaceuticals, Department of
Chemicals & Petro Chemicals (DCPC), Dept. for Promotion of Industry and internal trade
(DPIIT), the provision for C3-C4 molecules of 1120 MT/day, from LPG pool, has been made
for Pharma, Chemical and Paint sector companies.
Since 1st May 2026, more than 12360 MT of C3-C4 Molecules (comprising Propylene and
Butylene) and more than 4700 MT of Butyl Acrylate has been sold by Mumbai, Kochi, Vizag,
Chennai, Mathura and Gujarat refineries to Chemical, Pharma and Paint Industry.
Retail Fuel Availability and pricing Measures
All Retail outlets are operating normally across the country.
Middle East crisis has resulted in abnormal increase in the crude prices. In order to protect
consumers from this impact, the Government of India has decided to absorb a part of this burden
through a reduction in excise duties on petrol and diesel by Rs. 10/litre.
Govt. of India vide Gazette notification dated 15.05.2026 has reduced the export levy on diesel
from Rs. 23 per litre to Rs. 16.50 per litre and on ATF from Rs. 33 per litre to Rs. 16 per litre.
Further, export duty on Petrol has been imposed to Rs. 3 per litre.
Unusually high sales and heavy crowding is observed at Retail outlets in certain areas.
However, it is informed that there are adequate stocks of petrol and diesel available at all
Petrol Pumps in the country.
Safety of Indian Nationals in the Region
Ministry of External Affairs continues to closely follow developments in the West Asia region.
Prime Minister paid a highly successful visit to the United Arab Emirates on 15th May 2026. Several
key agreements were signed during the visit which gave a boost to India’s energy security [enhance
Strategic Petroleum Reserve and LPG supply] and to investments in the country.
In addition, India also signed a Framework for the Strategic Defence Partnership. On the
investment side, UAE entities have pledged to invest US$ 5 billion in Indian companies.
Indian Missions in the region continue to be in touch with community members and organizations to
ensure their wellbeing and welfare. They are also in constant contact with our seafaring community
and in rendering all possible support.
****
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