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Why 75 Years of Dependency on Middle East LPG Just Changed
Red Sea attacks, Iran–Israel tensions, and rising LPG prices pushed India to look beyond Qatar, UAE & Saudi Arabia.
What’s in the New LPG Deal
IOC, BPCL & HPCL will import LPG priced at Mont Belvieu — a cheaper, transparent US benchmark.
Cheaper, Safer & Stronger Geopolitical Balance
India gains price savings, supply security, and better negotiation power with Middle Eastern suppliers.
Propane-Butane Mismatch & High Logistics
US LPG needs blending, shipping costs are higher, and Indian terminals still need VLGC upgrades.
Stock Winners & Losers (INVESTOR ANGLE)
IOC/BPCL/HPCL benefit from subsidies, while pure refiners like MRPL & CPCL may see stronger gains.
The Consumer Question: Will Your Cylinder Price Drop?
Savings will reduce government subsidies—not directly lower your household LPG cost in 2026.
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Tap to read the complete breakdown of India’s new US LPG deal and its impact on your home & investments.
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