Headline
Indian households continue to pay among the lowest cooking gas prices in the world
Extracted Data Points
Comparative Pricing Data (per 14.2 kg cylinder)
- India (Ujjwala beneficiary effective price): ₹642
- India (General consumer in Delhi): ₹942
- Pakistan: ₹1,046 (Ujjwala price 39% lower)
- Nepal: ₹1,207 (Ujjwala price 47% lower)
- Bangladesh: approximately ₹1,225 (Ujjwala price 48% lower)
- Sri Lanka: ₹1,241 (Ujjwala price 48% lower)
- United States: approximately ₹1,755 (Ujjwala price 63% lower)
- Australia: approximately ₹1,765 (Ujjwala price 64% lower)
- Canada: approximately ₹2,411 (Ujjwala price 73% lower)
Cost Structure and Subsidy Mechanism
- Current cost to supply a 14.2 kg cylinder: ₹1,600 to ₹1,700
- Under-recovery per domestic cylinder: ₹600 to ₹700
- Pradhan Mantri Ujjwala Yojana (PMUY) direct benefit transfer: ₹300 per cylinder (unchanged)
- Commercial 19 kg cylinder price in Delhi: ₹3,113.50 (₹164 per kg)
- Domestic household effective price: approximately ₹66 per kg
- India imports more than 60% of its liquefied petroleum gas consumption
International Price Benchmark Movement
- Saudi Contract Price (CP) for LPG (50:50 propane-butane blend):
- January 2026 (pre-disruption): US$522.50 per tonne
- February 2026 (pre-disruption): US$542.50 per tonne
- April 2026 (post-Hormuz disruption): US$775.00 per tonne
- Increase January to April: +US$252.50 per tonne (approximately +48%)
- Propane CP changes:
- January: US$525/t
- February: US$545/t
- April: US$750/t
- Increase: +US$225/t (+43%)
- Butane CP changes:
- January: US$520/t
- February: US$540/t
- April: US$800/t
- Increase: +US$280/t (+54%)
Supply Chain Management During Hormuz Disruption
- Approximately 54% of India's LPG consumption was routed through Strait of Hormuz
- Domestic LPG production increased by more than 60%: from 32 TMT to 52 TMT
- India brought out the largest number of LPG-laden vessels of any country without paying any toll
- Sourcing widened to include United States, Canada and Algeria
- OTP-based delivery verification raised to about 90% to prevent subsidised LPG leakage
- No shortage of any petroleum product occurred
Financial Impact and Compensation
- FY 2024–25 OMC under-recovery on domestic LPG: ₹41,338 crore
- FY 2025–26 OMC under-recovery (estimated): approximately ₹60,000 crore
- Union Cabinet approved compensation to marketing companies: ₹30,000 crore
- PMUY connections: 10.35 crore connections receiving direct benefit transfer
- Effective Ujjwala price of ₹642 represents a 60% discount to actual international price
- Recent price increase: ₹29 per cylinder despite international price surge