India is increasing purchases of liquefied natural gas (LNG) from the Russia as geopolitical tensions around the Strait of Hormuz intensify, tightening traditional import routes and limiting flexibility in global gas trade flows.
Energy traders and industry sources said cargo availability from Russia has risen in recent weeks, offering Indian buyers an alternative supply source amid uncertainty in Middle East shipping lanes. The shift comes as concerns over potential disruptions in key maritime chokepoints have prompted buyers to diversify procurement strategies.
The Strait of Hormuz, a critical artery for global energy shipments, remains a major risk factor for LNG imports from Gulf suppliers. Any escalation in tensions could affect deliveries from countries such as Qatar and the United Arab Emirates, which typically supply a significant share of India’s gas demand.
India, one of the fastest-growing LNG import markets, has been actively expanding its supplier base to enhance energy security. The increased flow of Russian cargoes reflects both opportunistic buying and longer-term efforts to balance cost, availability, and geopolitical risk.
Analysts note that while Russian LNG offers competitive pricing in certain spot markets, logistical constraints and sanctions-related complexities continue to shape trade patterns. Despite this, India’s import basket is expected to remain diversified as it navigates a volatile global energy landscape.