Hormuz Crisis Has Made Modi’s 2030 Green Targets A Security Imperative

Before the crisis hit, India had already crossed a threshold that drew far less attention than it deserved.

For years, India’s clean energy ambitions occupied a comfortable political space: admirable in principle, contested in detail, and always somewhat abstract in urgency. The 500-gigawatt non-fossil power target for 2030 was the kind of goal that attracted international applause at COP summits, while at home it faced quiet scepticism about timelines, financing, and political will. Then, in the spring of 2026, the Strait of Hormuz closed, and abstraction gave way to arithmetic.

The US-Israeli war with Iran has created what the International Energy Agency describes as the largest oil supply disruption in recorded history. The effective blockading of the Strait, through which roughly 20 per cent of the world’s oil, liquefied natural gas, and fertiliser normally flows, knocked approximately eight million barrels per day off global supply in March alone.

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Hormuz Crisis: Why A US-Iran Peace Deal Won’t Instantly Fix A Critical Energy Chokepoint

The strait has now been effectively closed to commercial shipping for nearly 100 days. Iran, apparently not satisfied with that particular act of economic theatre, has since threatened to close the Bab al-Mandab Strait simultaneously with Yemen’s Houthis, which could imperil up to 25 per cent of global oil and gas supplies.

For India, which is the world’s third-largest oil importer, dependent on Gulf crude for the overwhelming majority of its petroleum needs, this is not just an energy problem or a policy issue. It is a national security emergency.

India’s Particular Predicament

India imports roughly 85 per cent of its crude oil, much of it transiting the very strait that is currently closed. The arithmetic is........

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