Menaka Doshi

60% of LNG comes from the Middle East, and most of which actually go through the Strait of Hormuz... This war and the disruptions that it's led to in terms of the energy supply chain is hurting India significantly. India is currently facing an economic crisis in its commercial sector because it relies too heavily on the Middle East for its natural gas and LPG. To prevent future existential threats to its domestic industries, the Indian government will be forced to aggressively diversify its LNG supply chain away from the Strait of Hormuz. This structural shift will directly benefit US-based LNG exporters and global LNG shipping fleets as India secures long-term contracts from Western and non-Middle Eastern sources. LONG. The geopolitical disruption in the Middle East is forcing one of the world's largest emerging economies to permanently pivot its energy procurement toward secure, Western LNG providers. The Middle East conflict resolves quickly, restoring cheap and easy shipping routes to India and delaying India's urgency to diversify its energy imports.