India’s LPG crisis will force a tough choice between powering kitchens and fueling AI growth
One, China and India are outliers in Asia because their power sectors use little LNG; lit stoves won’t cause blackouts. Two, availability of domestic gas in India makes import dependence less acute than for crude oil-derived LPG. If global deficits worsen, LNG can be diverted from transport to kitchens. Three, India can buy US shale gas via the Cape of Good Hope, despite the higher cost.
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