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The Core Report
The Core Report episodes
- #771 Q3 Results Unlikely To Provide Significant Market Boost
On Episode 771 of The Core Report, financial journalist Govindraj Ethiraj talks to Lloyd Mathias, Investor and Board Director. We also feature an excerpt from our recent India Energy Week interview with Sandeep Kumar Gupta, Chairman and Managing Director of GAIL (Gas Authority of India Limited).
SHOW NOTES
(00:00) The Take
(05:29) Q3 results unlikely to provide significant market boost
(07:58) India’s forex reserves are taking a hit because of the falling rupee
(09:07) US oil giants are unsure about stepping up investments in Venezuela as they weigh business and political uncertainty
(10:05) How India’s gas distribution network is growing rapidly to catch up with demand
(17:22) Indian once active angel investors have moved onto secondary markets and other asset classes
Register for India Energy Week 2026
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30 min - #770 Why Natural Gas Is Becoming India’s Most Important Energy Fuel | Govindraj Ethiraj | India Energy Week 2026 | The Core Report
Why natural gas is becoming India’s most important energy fuel and how GAIL is using AI and gas pipelines to power India’s growth is the focus of this Core Report India Energy Week 2026 Special Episode.Govindraj Ethiraj speaks with Sandeep Kumar Gupta, Chairman & MD, GAIL (India) about how the expansion of India’s gas pipeline network and LNG sourcing is reshaping the country’s energy landscape. From city gas distribution and domestic PNG and CNG adoption to manufacturing, fertilisers, power, and petrochemicals, natural gas is emerging as a critical pillar of India’s economic growth and energy security.The discussion also explores how GAIL is using artificial intelligence across pipeline operations, infrastructure monitoring, and industrial systems to improve efficiency, reliability, and long-term returns. It looks at AI in energy management, the realities of global LNG markets, and how geopolitical shifts are influencing India’s energy strategy.As India moves toward cleaner energy and net zero goals, this episode explains why natural gas remains central to the transition and how large-scale infrastructure, technology, and disciplined investment are shaping the future of India’s energy sector.For India-based professionals interested in business news, energy markets, infrastructure, technology, and economic strategy, this conversation offers clear insights into one of the most important transformations underway.#NaturalGasIndia #GAILIndia #IndiaEnergy #EnergyInfrastructure #BusinessNewsIndia #IndiaEnergyWeek2026 #TheCoreReport #TheCoreRegister for India Energy Week 2026: https://www.indiaenergyweek.com/forms/register-as-a-delegate
30 min - #769 Markets Take A Beating On 500% Tariff Threat
On Episode 769 of The Core Report, financial journalist Govindraj Ethiraj talks to Sushil Choksey, Director, Indus Equity Advisors. We also feature an excerpt from our recent India Energy Week interview with Arvinder Singh Sahney, Chairman of IOCL.
SHOW NOTES
(00:00) Stories of the Day
(00:50) Markets take a beating on 500% tariff threat
(04:13) Inflation could come in around 1.5% for the last month
(05:09) How Indian Oil is targeting higher value realisations from retail outlets
(13:55) Why are Reliance share prices falling?
(23:25) Feedback
Register for India Energy Week 2026
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27 min - #768 Geopolitical Tensions Are In Full Sway Over Indian Markets
On Episode 768 of The Core Report, financial journalist Govindraj Ethiraj talks to Vandana Hari, Founder and Chief Executive Officer at Vanda Insights as well as Gulam Zia, Senior Executive Director, Research Advisory, Infrastructure And Valuation at Knight Frank.
SHOW NOTES
(00:00) Stories of the Day
(01:09) Geopolitical tensions are in full sway over Indian markets
(03:31) Rupee rises above Rs 90 to the dollar, at Rs 89.88
(03:55) India’s advance GDP estimates reinforce the resilience theme
(06:25) How America’s move to bring home Venezuelan oil will affect global markets
(16:50) India’s residential market slowed in 2025 but commercial real estate set new records and 2026 outlook
Register for India Energy Week 2026
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30 min - How Indian Oil Is Turning Fuel Pumps Into Energy Hubs | Govindraj Ethiraj x Arvinder Singh Sahney | India Energy Week 2026 | The Core Report
Indian Oil is turning fuel pumps into energy hubs and it signals a fundamental shift in how India will power mobility and growth. In The Core Report India Energy Week 2026 Special Edition, Govindraj Ethiraj speaks with Arvinder Singh Sahney, Chairman, IOCL about why petrol pumps are becoming multi energy stations with EV charging, CNG, battery swapping, renewables, and future fuels.This episode explores Indian Oil’s rapid expansion across 40,000 plus retail outlets, 20,000 km of pipelines, and record volumes crossing 100 million tonnes. It explains why demand for petrol, diesel, aviation fuel, gas, and petrochemicals continues to grow even as electric vehicles scale up. The discussion also unpacks the real economics of EV charging and why Indian Oil is focused on owning more of the value chain through renewable power, batteries, and critical minerals processing including urban mining from e waste.You will hear how refineries of the future are being reshaped around petrochemicals at hubs like Panipat and Paradip, and what this means for India’s industrial and export ambitions. The conversation looks ahead to India Energy Week 2026, covering green hydrogen for mobility, sustainable aviation fuel India, ethanol blending, flex fuel research, compressed biogas CBG, and R and D efforts to indigenise energy technologies.If you track India economy, business news, energy transition, oil and gas, electric vehicles, and clean energy, this conversation offers a grounded view of what is changing and why it matters now.Listen till the end to understand how India’s largest oil company is preparing for a future where energy security, sustainability, and scale must move together.#IndiaEnergyWeek2026 #EnergyTransition #IndianOil #FutureOfEnergy #EVIndia #TheCoreReport #TheCoreRegister for India Energy Week 2026: https://www.indiaenergyweek.com/forms/register-as-a-delegate
35 min - #767 Global Markets Including Asia Zoom Ahead As India Lags
On Episode 767 of The Core Report, financial journalist Govindraj Ethiraj talks to Dinshaw Irani, Managing Director and CEO at Helios Capital as well as Dr Sanjaya Baru, the author of the book Secession of the Successful: The Flight Out of New India.
SHOW NOTES
(00:00) Stories of the Day
(01:00) Global markets including Asia are zooming ahead even as India lags
(05:45) Reliance stock takes a knock amidst confusion and hasty denials over its oil imports
(08:06) Oil prices edge up but largely steady
(10:11) Long term investing themes for 2026, what could grow and what will not?
(20:50) Indians are not much wanted globally, whether as workers or students. What could this mean globally?
(31:40) EV sales are slowing down world over
Register for India Energy Week 2026
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35 min - #766 Why Markets Are Not Really Going Anywhere
On Episode 766 of The Core Report, financial journalist Govindraj Ethiraj talks to Amit Goel, Co-founder and Chief Global Strategist at PACE 360 as well as Anindya Banerjee, Head – Currency and Commodity Research, Kotak Securities.
SHOW NOTES
(00:00) Stories of the Day
(01:00) The Markets May Be Near Their Highs But Why They Are Not Really Going Anywhere
(04:32) What Venezuela Could Mean Not Just To Oil But Metal Prices As A Whole?
(05:32) Gold Prices Continue To Rise But Can The Rally Sustain?
(12:21) Oil Prices Are Soft But Stocks Of Us Oil Giants Are Shooting Up
(22:26) Global Capability Centres (GCCs) Accounted For 39% Of Overall Office Space Take-Up In Last Quarter, Says Report
Register for India Energy Week 2026
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For more of our coverage check out thecore.in
Subscribe to our Newsletter
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26 min - #765 Will Third Quarter Results Power Markets Further?
On Episode 765 of The Core Report, financial journalist Govindraj Ethiraj talks to Indrani Bagchi, CEO, Ananta Aspen Centre. We also feature an excerpt from our recent Energy Special featuring Vartika Shukla, Chairman and Managing Director at Engineers India Limited (EIL).
SHOW NOTES
(00:00) The Take
(05:19) Will third quarter results power markets further?
(08:52) Why Venezuela is unlikely to affect oil prices for now
(10:19) India’s car sales on strong wicket
(11:57) Will the US-India trade agreement be back on the front burner?
(20:04) Engineers India diversity of consulting work offers insights into the new energy mix globally
(29:04) A car company that Elon Musk laughed at has beaten him
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 - #764 Solar Cookers to Modular Nuclear Reactors: The Engineers Transforming India | Govindraj Ethiraj | The Core Report
India’s energy transition is entering a decisive phase. In this India Energy Week 2026 Energy Special episode of The Core Report, we explore how solar cookers and modular nuclear reactors reflect the scale and ambition of the engineers transforming India’s energy future. Financial Journalist Govindraj Ethiraj speaks with Vartika Shukla, Chairman & MD, Engineers India Limited (EIL), on what it really takes to design, build, and execute the next generation of energy infrastructure.
The conversation moves from cutting the cost and weight of solar cookers for Indian households to India’s readiness for small modular nuclear reactors, a critical piece of reliable and low-carbon power. We also unpack record-breaking work in clean energy and biofuels, including India’s bamboo-based 2G ethanol refinery, the push toward sustainable aviation fuel, and why rising data center power demand is reshaping energy planning across the country.
This special episode, recorded around India Energy Week 2026, offers rare insight into how engineering, policy, capital, and execution come together in real projects, from mega installations in Nigeria to advanced energy investments at home. It is a must-watch for professionals interested in India’s economy, energy security, manufacturing, and the future of infrastructure.
Topics discussed in this episode:
a) Solar cookers and demand-side solutions for energy affordability
b) Modular nuclear reactors and the future of nuclear power in India
c) Bamboo-based 2G ethanol and advanced biofuel technologies
d) Sustainable aviation fuel and ethanol blending beyond road transport
e) Data centers, AI, and India’s next surge in electricity demand
f) Lessons from executing large energy projects in India and overseas
Subscribe to The Core Report for in-depth conversations on business, policy, technology, and the forces shaping India’s growth.
#TheCoreReport #IndiaEnergyWeek2026 #IndiaEnergy #EnergyTransition #BusinessNews #TheCore
Register for India Energy Week 2026: https://www.indiaenergyweek.com/forms/register-as-a-delegate
51 min - #763 Is 2026 India’s Biggest Reform Moment Since 1991? Gurcharan Das Explains | Govindraj Ethiraj | The Core Report
In this episode of The Core Report Special Edition, financial journalist Govindraj Ethiraj is in conversation with Gurcharan Das, author and commentator, on whether 2026 could become India’s biggest reform moment since 1991 and if the country can finally cut red tape, boost manufacturing, and create jobs at scale.
As US tariffs and global trade shifts reset supply chains, India has responded with steps like GST reform, labour codes, easing non tariff barriers, and changes to quality control orders. But the deeper question remains. Why did India grow strongly after the 1991 economic reforms, lift millions out of poverty, and still struggle to create enough factory jobs, exports, and global manufacturing leaders?
The conversation explores how overregulation, protectionism, and policy bottlenecks weakened competitiveness, and why deregulation and business friendly reforms could unlock investment, exports, and mass employment. Gurcharan Das also explains what India can learn from the iPhone manufacturing shift, the role of exports in driving prosperity, and how 2026 could shape India’s long term growth story.
If you follow the India economy, economic reforms, business and world news, manufacturing, exports, global trade, tariffs, investment, and job creation, this episode offers context, clarity, and perspective on what may lie ahead.
Like, share, and subscribe to The Core Report for in depth conversations on India’s economy, policy, markets, and global trends.
#IndiaEconomy #EconomicReforms #Manufacturing #Jobs #GlobalTrade #TheCore #TheCoreReport
48 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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