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The Core Report
The Core Report episodes
- #780 The Head Spinning Greenland U-Turn Lifts Markets
On Episode 780 of The Core Report, financial journalist Govindraj Ethiraj talks to Vijai Mantri, Founder & Chief Investment Strategist at JRL Money as well as Anindya Banerjee, Head – Currency & Commodity Research, Kotak Securities. We also feature an excerpt from our recent India Energy Week interview with Vikas Kaushal, Chairman and Managing Director at HPCL.
SHOW NOTES
(00:00) Stories of the Day
(00:50) The Head spinning Greenland U-Turn lifts markets
(02:50) Foreign capital is moving to safety, why is that?
(09:58) Are we nearing peak oil and what that means for India
(16:54) What's happening in the silver markets?
(27:50) Feedback
Energy Special featuring Vikas Kaushal, CMD, HPCL
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31 min - How India’s Oil Giants Are Preparing for Energy Shocks in 2026 | Govindraj Ethiraj x Vikas Kaushal, Chairman & Managing Director of HPCL | India Energy Week 2026 | The Core Report
India Energy Outlook 2026 looks at how India’s oil giants and oil CEOs are preparing for energy shocks amid global uncertainty. In this India Energy Week 2026 special episode of The Core Report, Financial Journalist Govindraj Ethiraj is in conversation with Vikas Kaushal, Chairman & Managing Director of HPCL, on the future of India’s oil, gas, and energy sector.As India targets high economic growth, energy demand continues to rise across oil, gas, power, renewables, aviation fuel, LPG, and petrochemicals. This episode explains where India stands today on crude oil imports, refining capacity, fuel consumption, and distribution — and why oil and gas remain central to India’s energy security even as renewables scale rapidly.Kaushal shares how Indian oil companies are preparing for 2026 by diversifying crude sourcing, expanding refining capacity, strengthening cost structures, and building resilience against geopolitical disruptions. The discussion also examines why oil prices remained relatively stable through 2025 despite global tensions, how companies plan for supply risks such as the Strait of Hormuz, and what greater agility in trading and operations means for the sector.Beyond production and imports, the conversation explores how India’s energy transition is reshaping consumer-facing businesses. From EV charging and cleaner fuel stations to automation, digital monitoring, service quality, and customer experience, energy companies are evolving to meet changing expectations.The episode also covers petrochemicals, capital deployment, industry collaboration, and insights from India Energy Week, highlighting why India’s energy story in 2026 is not about choosing between oil and renewables, but about managing scale, resilience, and long-term growth.This conversation offers clear insights for professionals tracking India’s economy, oil and gas strategy, energy transition, manufacturing, policy, and global energy trends.Subscribe to The Core Report for in-depth conversations on India’s economy, business, energy, and global affairs.Register for India Energy Week 2026: https://www.indiaenergyweek.com/forms/register-as-a-delegate
48 min - #779 Indian Markets Are Taking The Hardest Hit Of All
On Episode 779 of The Core Report, financial journalist Govindraj Ethiraj talks to Monisha Advani, one of the founding partners of Emmay Entertainment (the company that produced the Freedom at Midnight series). We also feature an excerpt from our recent episode of our show How India’s Economy Works, hosted by journalist and author Puja Mehra and featuring Dr. Jahangir Aziz, Economist (Head Emerging Market Economics) at JPMorgan and a former finance ministry official.
SHOW NOTES
(00:00) Stories of the Day
(01:00) Indian markets are taking the hardest hit of all
(05:05) Global oil markets will be in deep surplus in 2026 first quarter, says IEA
(07:32) What India’s falling core inflation numbers are really telling us
(17:03) Why Indian viewers are devouring historical nonfiction across platforms right now
(26:23) India’s latest and most beautiful GCC, quite literally
Register for India Energy Week 2026
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29 min - #778 India Joins Global Markets In Greenland-Triggered Fall
On Episode 778 of The Core Report, financial journalist Govindraj Ethiraj talks to Professor Prasanna Tantri, Associate Professor of Finance and Executive Director of the Centre for Analytical Finance (CAF) at ISB as well as Ambareesh Baliga, Market Expert.
SHOW NOTES
(00:00) Stories of the Day
(00:50) India joins global markets in Greenland-triggered fall
(04:28) Silver and gold continue to rise
(05:36) The US attacked Venezuela for its oil but American oil companies are dragging their feet
(07:47) Why really are Indian markets falling the way they are?
(15:53) Should the Government reduce capital expenditure in this Union Budget?
Register for India Energy Week 2026
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30 min - #777 Weak Earnings Are Now Putting Pressure On Indian Markets
On Episode 777 of The Core Report, financial journalist Govindraj Ethiraj talks you through the top business news of the day. We are also featuring excerpts from our recent India Energy Week interview featuring Arun Kumar Singh, Chairman and Managing Director at the Oil and Natural Gas Corporation (ONGC) as well as from our In Studio interview featuring Anuj Kumar, Managing Director at CAMS.
SHOW NOTES
(00:00) Stories of the Day
(01:19) Weak earnings are now putting pressure on Indian markets
(04:00) Mutual fund investors have not had a good year, will they hold on?
(07:00) Wall Street’s Magnificent Seven are coming apart
(08:40) Gold, silver hit fresh highs. Silver prices are up 30% this year already or in three weeks
(09:16) IMF raises India growth projection slightly to 7.3% for current year
(10:28) The art and science to exploring and drilling for oil
(21:37) How women investors are becoming sole owners of mutual fund accounts
Register for our Exclusive live event on the Budget 2026
https://tinyurl.com/pod21212
Register for India Energy Week 2026
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For more of our coverage check out thecore.in
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28 min - #776 Markets Operate In Technical Territory
On Episode 776 of The Core Report, financial journalist Govindraj Ethiraj talks to Rahul Charkha, Partner at Economic Laws Practice. We also feature an excerpt from our recent India Energy Week interview featuring Atanu Mukherjee, President and CEO at Dastur Energy.
SHOW NOTES
(00:00) The Take
(05:43) Markets operate in technical territory as they wait for fresh triggers
(05:59) WEF, Davos kicks off today but is unlikely to provide much hope to global business and trade.
(08:11) Copper hits record highs too
(09:14) How energy markets adjusted for geopolitical risks in 2025 and what that means for 2026.
(14:49) The Supreme Court ruling on a Tiger Global sale of shares to Walmart from 2018 has created a stir. What does it mean for other transactions?
Register for our Exclusive live event on the Budget 2026
https://tinyurl.com/pod21212
Register for India Energy Week 2026
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Full Interview with Atanu Mukherjee
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24 min - #775 Why Oil Prices May Stay Low in 2026 & What It Means for India | Govindraj Ethiraj | The Core Report
Why Oil Prices May Stay Low In 2026 and what it means for India is a question shaping business decisions, policy debates, and household economics across the country.In this India Energy Week 2026 special episode of The Core Report, Govindraj Ethiraj speaks with Atanu Mukherjee, CEO Dastur Energy to break down the global energy outlook for 2026, why oil supply is likely to stay ahead of demand, and how a lower crude oil price regime could impact India. From Brent crude price expectations in the 50 to 60 dollar range to changing oil flows, this conversation explains why oil prices may remain soft and what that really means for inflation, growth, and energy security.The discussion explores how oversupply in global oil markets, OPEC’s evolving role, and limited volatility are reshaping energy markets in 2026. It also looks closely at India’s oil imports, including Russian oil and Venezuela as a longer-term option, and why India’s refining capacity and petrochemicals strategy are becoming more important as fuel demand patterns change.Beyond oil, this episode examines LNG prices, global gas supply expansion, and why natural gas remains critical for India despite price sensitivity and import dependence. You will also hear why renewables alone may not be enough, how gas and coal-based solutions could support reliable power, and why energy affordability is becoming as important as clean energy goals.A key theme in this conversation is the rising energy demand from AI, data centres, and hyperscalers. As artificial intelligence expands, India’s power infrastructure, grid integration, and energy mix will play a decisive role in determining how fast the digital economy can grow. The episode connects global energy trends with India’s economic and technological future in a clear, grounded way.If you are tracking oil prices in 2026, India’s energy strategy, LNG markets, geopolitics, or the intersection of energy and AI, this conversation offers valuable context and long-term perspective for professionals in finance, consulting, manufacturing, and policy.Understanding why oil prices may stay low in 2026 is not just about forecasting markets. It is about understanding how energy shapes India’s competitiveness, resilience, and growth in a rapidly changing world. Stay with The Core Report for deeper conversations that cut through noise and help you make sense of what comes next.#OilPrices2026 #IndiaEnergy #CrudeOil #EnergyMarkets #IndiaEnergyWeek2026 #TheCoreReport #TheCoreJoin The Core Insider to get access to perks:https://www.youtube.com/channel/UCzXJw6XkwZulY4nigdtvs4Q/joinListeners! We await your feedback: https://tinyurl.com/TCR-Listener-SurveyThe Core & The Core Report is ad supported & FREE for all readers & listeners. Write in to [email protected] for sponsorships & brand studio requirements.For more of our coverage check out thecore.in (https://www.thecore.in/)Support the Core Report (https://tinyurl.com/Support-the-Core-Report)Join & Interact anonymously on our WhatsApp channel (https://tinyurl.com/The-Core-WhatsApp-Channel) Subscribe to our Newsletter (https://www.thecore.in/newsletters/thecorenewsletter)
33 min - #774 Iran Tensions Lead To Markets Flip Flopping
On Episode 774 of The Core Report, financial journalist Govindraj Ethiraj talks to Nishank Goyal, CEO at Masters India.
SHOW NOTES
(00:00) Stories of the Day
(01:14) Iran tensions lead to markets flip flopping
(03:12) Gold, silver hit record highs again, quite predictably
(04:03) Indian exports to the US are holding steady for now
(05:52) Oil prices pull back as US says will not attack Iran for now
(12:02) China trade surplus hits record $1.19 trillion despite US tariffs
(13:13) Tax and Technology
(22:29) Feedback
Register for our Exclusive live event on the Budget 2026
https://tinyurl.com/pod21212
Register for India Energy Week 2026
https://www.indiaenergyweek.com/forms/register-as-a-delegate
For more of our coverage check out thecore.in
Subscribe to our Newsletter
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25 min - #773 Markets Fall As Fresh Tariff Jitters Hit India
On Episode 773 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Market Expert as well as Uday Ved, Partner – Tax services at KNAV.
SHOW NOTES
(00:00) Stories of the Day
(00:50) Markets fall as fresh tariff jitters hit India
(04:15) What lies beneath the choppiness in Indian markets?
(16:39) An India-EU deal could be around the corner
(17:34) The US targets Iran but it is not clear Venezuela is a win even as oil price rise
(20:08) Businesses are looking forward to a host of tax benefits in the upcoming Union Budget
(27:29) Immigration raids pick up steam in the UK too
Register for India Energy Week 2026
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For more of our coverage check out thecore.in
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32 min - #772 Markets Rise But On The Basis Of Signals That Seem Early
On Episode 772 of The Core Report, financial journalist Govindraj Ethiraj talks to C S Vigneshwar, President at the Federation of Automobile Dealers Associations (FADA). We also feature an excerpt from our upcoming India Energy Week interview featuring Atanu Mukherjee, President and CEO at Dastur Energy.
SHOW NOTES
(00:00) Stories of the Day
(01:09) Markets rise but on the basis of signals that seem early
(03:56) Fresh uncertainty on Wall Street as the Trump administration launches pressure tactics on the US Federal Reserve Chair
(07:12) Why global energy markets surprised in 2025
(18:10) Will strong auto sales from last month sustain into 2026?
(28:05) Can business leaders take investment decisions purely on the basis of political promise?
Register for India Energy Week 2026
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For more of our coverage check out thecore.inSubscribe to our Newsletter
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31 min
About The Core Report
From the publisher's feed
Every Monday to Saturday, tune in as financial journalist and host Govindraj Ethiraj gives you the latest news in business, economy and technology
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