Overview
- Industry leaders report roughly 100 ceramic factories in Morbi have halted operations, with up to 400 more at risk within a week if fuel does not arrive.
- Gujarat Gas has declared force majeure and restricted industrial PNG by 50% effective March 6, tightening supplies even for units that can switch from propane.
- Propane deliveries to the cluster have largely stopped after Gulf shipping disruptions, leaving many units with only two to four days of fuel against a daily need of about 5,500 tonnes.
- Morbi accounts for roughly 80–90% of India’s ceramic output, with 600-plus units and over four lakh workers dependent on steady gas supplies for kiln operations.
- Export schedules and local supply chains are fraying, and industry associations are urging urgent government action and alternative sourcing to prevent a broader shutdown.