How did the war affect India's energy imports from the United States?
The war significantly altered India's energy import dynamics, forcing a rapid pivot towards the United States to secure alternative supplies:
Surge in US LPG Imports: Due to the severe disruptions and blockades in West Asian shipping lanes, the US share of India's Liquefied Petroleum Gas (LPG) imports dramatically surged to over 50% in just six months. This shift is highlighted by key maritime deliveries, such as the cargo ship Pyxis Pioneer arriving at Mangalore Port carrying US-sourced LPG.
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Eyeing Stranded Iranian Oil: As the United States eased certain restrictions during the conflict, Indian refiners also actively eyed millions of barrels of Iranian oil that had become stuck at sea due to blockades and field shutdowns.
Securing Energy Supplies: To safeguard its critical trade routes and ensure the uninterrupted flow of oil, gas, and cargo, India initiated a major regional military and logistical mobilisation under Operation Urja Suraksha (meaning Energy Security).
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