Energy strategy is becoming a boardroom issue

The United States now supplies about 67 per cent of India’s LPG imports, a sharp change from the 10 per cent share planned at the start of the year. The shift reflects a broader effort to diversify energy supply amid geopolitical uncertainty.

For companies, energy security is both a procurement and continuity issue. Shipping routes, currency, storage and domestic availability can affect production costs even when a firm is far from the original disruption.

India’s reported storage capacity of more than 74 days and its large retail network provide a buffer, but resilience also depends on suppliers and manufacturers understanding their own exposure.

Boards should ask which inputs have one supplier, how long operations can continue during a disruption and which contracts allow prices or delivery schedules to be revised.