The central government has increased the price of 19 kg commercial LPG cylinders by an average of Rs 993, raising the cost in Delhi to Rs 3,071.50 from Rs 2,078.50 and in Mumbai to Rs 3,024 from Rs 2,031, citing sustained pressure on energy markets from the ongoing Iran-related Middle East crisis. Domestic LPG prices, however, have been kept unchanged, with rates in major cities ranging from Rs 910.50 in Noida to Rs 1,002.50 in Patna for a 14.2 kg cylinder.

Petrol, diesel, and aviation turbine fuel (ATF) prices for domestic flights remain unchanged, providing temporary relief to consumers and airlines. Oil marketing companies (OMCs) continue to incur daily under-recoveries—estimated at Rs 16,000 crore—due to high crude oil import costs exceeding $120 per barrel, while selling fuel at held rates. OMCs have selectively raised prices for premium fuels and international ATF but have maintained standard pump prices ahead of potential economic and political fallout.

Starting May 1, new LPG distribution rules will require urban consumers to wait 25 days between cylinder bookings, up from 21 days, while rural areas face a 45-day gap. Delivery Authentication Codes (DAC) via OTP on registered mobile numbers will now be mandatory, replacing physical blue book verification. The move aims to curb diversion and ensure efficient distribution.

The commercial LPG hikes—third since February 28—will disproportionately affect restaurants and small food businesses, which may pass costs to consumers through higher dining and delivery prices. Vikas Prakash Singh, Economics Professor at Great Lakes Institute of Management, noted that the burden is shifting to low-income households and small consumers despite efforts to shield end users.

The government will continue monitoring global crude trends and OMC financial health, with officials expected to review subsidy and compensation mechanisms in the coming weeks. The next formal review of fuel pricing is scheduled for early May.