Swapnil Karkare Podcast: Economic Insights on India

From Rajasthan Farms to US Oil Rigs – The Untold Guar Gum Economy


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Can India use guar gum against US like China uses rare earths to pressure the US? Sounds powerful… but the truth is far more complicated.


In this episode, we break it all down:

- How guar gum went from a humble bean to a $4 billion export

- Why the US shale industry made Rajasthan farmers rich

- How fracking economics, synthetic gels, and cheap competition changed everything

- Why India can’t pull a “China Rare Earth” move with guar gum anymore

- The hidden business opportunities in guar – from food, pharma & cosmetics to the future of guar protein


No hype. Just the real economics and the path forward.


#GuarGum #TradeWar #Economics #IndiaUS #ShaleGas #Agriculture #BusinessIdeas #guarprotein #gavar #gavarbhaji #guar #geopolitics #rajasthan #rajasthaneconomy #guarmeal #trump #trumptariffs #trade #tradewar #imports #startups #farmers #makeagriculturegreatagain

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⏱️ Time Stamps

01:55 - Why US needs Indian gavar?

02:06 - What is shale gas?

03:14 - Use of guar gum in shale gas

Guar's value chain:

04:16 - Gavar production

05:18 - Processing - Guar splits

06:17 - Guar gum

06:56 - Guar meal - a byproduct

07:56 - Finished products

09:01 - The science behind guar gum

10:35 - History of guar commodity

11:47 - India's guar gum exports and economics of guar gum

15:37 - India cannot play rare-earth strategy against US like China

17:57 - Guar Protein, a new thing that can go viral soon - a business idea

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Sources & Further Reading:

Reading room's post on Instagram - https://www.instagram.com/p/DM9c26ig2QS/?hl=en&img_index=1

DATA:

Guar Gum Prices, Trading View - https://in.tradingview.com/chart/BsS4p0wm/?symbol=NCDEX%3AGUARGUM51%21

Agri Exchange - India Export Data - https://agriexchange.apeda.gov.in/India/GenerateAPEDAProductReport/Index

EIA - US Data on Oil & Natural Gas - https://www.eia.gov/naturalgas/data.php

Oil Rig Data - https://tinyurl.com/4jfxvrku

INFORMATION:

Guar, Wikipedia - https://en.wikipedia.org/wiki/Guar

Guar gum, Wikipedia - https://en.wikipedia.org/wiki/Guar_gum

Introduction to guar gum, Clara - https://www.nexira.com/introduction-to-guar-gum/

Uses of Guar Gum, Justin Dobbs - https://www.guarresources.com/uses-of-guar-gum/

Guar Gum Export Demand - https://tinyurl.com/57hkp2ek

History of Guar Gum - https://tinyurl.com/285s7e9c

Guar Gum Exports Halves, ET - https://tinyurl.com/3zkrjdne

Mixing Guar Gum, Silverson Machines (YouTube) - A clip from this video was used in my video - https://www.youtube.com/watch?v=ZuUQmppezLI

How US Shale Gas Brought Wealth in Rajasthan, Quartz - https://tinyurl.com/msysxth6

Halliburton's Decision to Idle Fracking, Bloomberg - https://tinyurl.com/mump4dkt

New Rigs Haven't Showed - https://insideclimatenews.org/news/29072025/trump-drilling-boom-promise-stagnant/

Guar Protein - https://agfundernews.com/guar-protein-new-cleaner-tasting-kid-on-the-plant-based-block

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LinkedIn - https://www.linkedin.com/in/swapkar

Twitter - https://twitter.com/Swap_Kar

Instagram - https://www.instagram.com/swap_kar/

Blog - https://econgullyblog.wordpress.com/

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Swapnil Karkare Podcast: Economic Insights on IndiaBy Swapnil Karkare