How may Indian stocks be affected as Citi says supply of LNG bigger risk for India than oil?

In its latest note, Citi claimed that following halting of operations by QatarEnergy, supply of LNG is a bigger risk for India than crude oil as India sources 40-50% of its natural gas imports from Qatar. The stocks that carry high risk include GAIL and Gujarat Gas. Meanwhile, Citi says ONGC and Reliance Industries may benefit from LNG supply risks.