Adani Total Gas: Iran-US Conflict Hits India's Gas Supply; Govt Prioritizes Domestic PNG, CNG

• Adani Total Gas reports reduced gas supply to industrial customers due to Middle East geopolitical tensions.
• The central government issued the Natural Gas (Supply Regulation) Order, 2026, on March 9, 2026.
• The order prioritizes gas allocation for domestic Piped Natural Gas (PNG) and transport sector CNG consumers.
• Industrial and commercial PNG supply is also included in the priority list under the new government order.
• Middle East conflict disrupted LNG shipments via the Strait of Hormuz, necessitating sector-wise allocation.