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India's LPG lifeline runs through a chokepoint it does not control
Roughly 90% of the LPG cylinders in Indian kitchens arrive by sea from the Persian Gulf, a corridor now contested by three armed actors. The mismatch between Ujjwala's 33 crore connections and Hormuz is structural.

Sources
- ThePrint India wire (Telegram): https://t.me/s/ThePrintIndia, 33 crore Ujjwala connections and ~90% import-share figure, as carried on ThePrint's reporting channels.
- Wikipedia, "Strait of Hormuz": https://en.wikipedia.org/wiki/Strait_of_Hormuz, geographic, traffic-share, and chokepoint context for Gulf shipping.
- Wikipedia, "Liquefied petroleum gas": https://en.wikipedia.org/wiki/Liquefied_petroleum_gas, physical properties, shipping characteristics, and Indian import profile.
- Wikipedia, "Pradhan Mantri Ujjwala Yojana": https://en.wikipedia.org/wiki/Pradhan_Mantri_Ujjwala_Yojana, programme scope, 33 crore connections figure, 2016 launch date.
- Houthi armed-spokesperson statement, 3 July 2026, as carried by regional channels (cited in body for corridor-incident context).
Desk note: Monexus framed this piece around the structural mismatch between Indian LPG dependence and the geopolitical volatility of the corridor it transits, rather than around a day-to-day market price. We rely on ThePrint's numerical claims for the 90 percent import-share figure and 33 crore connection count, both reproduced directly from their Telegram wire, and we have not extended those numbers to adjacent commodities or to other fuel categories.
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