How The Israel–Iran Conflict Threatens India’s Oil Supply

As tensions escalate between Israel and Iran, the Strait of Hormuz — one of the world’s most vital oil corridors — is once again under threat. Following U.S. airstrikes on Iranian nuclear facilities, Tehran’s parliament has voted to close the strait, risking disruption to nearly 20% of global oil flows. For India, the implications are serious, with around 40% of its crude imports passing through this chokepoint. In this in-depth report, we examine how exposed India truly is, what energy security measures are already in place, and whether diversification — including a major shift to Russian oil — can shield the country from supply shocks. We also assess the broader geopolitical picture, from China’s vulnerability to the West’s diplomatic response. As markets react, India’s readiness will be tested — but has it done enough?