India Planning to Send Vessels to Strait of Hormuz for Oil Supply

India's attempt to bypass the Strait of Hormuz blockade by sending its own vessels directly to Gulf suppliers. This is a supply_shortage channel: the blockade creates scarcity of crude and LNG for Indian importers, pushing up delivered costs. The mechanism is region-specific (India) but the blockade affects global oil and gas flows. Winners: alternative suppliers (e.g., US shale, African producers) and shipping companies with access to non-blockaded routes. Losers: Indian refiners and consumers facing higher input costs; Gulf producers lose a key customer if India succeeds in diversifying.