LPG Shortage India: What Hormuz Crisis Means Now? | Govindraj Ethiraj | The Core Report

On Episode 825 of The Core Report, financial journalist Govindraj Ethiraj talks to Sourav Mitra, Partner–Oil & Gas at Grant Thornton Bharat as well as Ambareesh Baliga, Market Expert. ____________________________________________ In Partnership With: Markets move fast. Stay ahead with InvestingPro—your all-access pass to 300,000+ instruments, pro tools & real-time alerts. No noise. Just market intelligence. InvestingPro—power your portfolio. Download Now: https://www.investing-referral.com/af... ____________________________________________ SHOW NOTES (00:00) Stories of the day (01:00) The US wants to militarily control the Strait of Hormuz, even as ships of countries friendly to Iran are passing through (03:56) How Indian institutional investors are providing a floor in the markets (11:48) Indonesia starts regulating dollar outflows in a move that could be replicated elsewhere (13:32) Where do India’s oil and gas supplies stand right now? (21:20) Wall Street moves one step closer to doing away with mandatory quarterly results reporting Register for our event “Who Builds the Future of AI?” https://luma.com/x6oyyjiz Markets: Cash flow crisis hits India fuel sector. State-owned oil giants Indian Oil BPCL HPCL demand advance payments from petrol pumps as losses surge due to high crude oil prices above $100 weak rupee and frozen fuel prices. Dealers across 1 lakh fuel stations face a growing credit squeeze as they also sell on credit to transporters and government clients raising risk of a wider fuel supply disruption in India. Global oil shock risk rises as Middle East war escalates. Drone attacks hit UAE oil assets refineries shut and Strait of Hormuz tensions spike. US Iran conflict fears keep oil prices volatile near $100 increasing inflation risk and economic pressure on India and Asia. Energy infrastructure across the region remains under threat driving uncertainty in global markets. India stock market shows resilience amid uncertainty. Nifty 50 Sensex recover with value buying despite volatility in global markets crude oil and geopolitical tensions. Market expert Ambareesh Baliga highlights caution as investors remain divided between short term recovery hopes and long term war risk recession fears and global slowdown concerns. Rupee and Indonesia Forex Rules: Rupee near record low at 92.37 vs dollar as oil prices surge and corporate dollar demand rises. RBI-led support stabilizes currency but pressure remains due to rising import costs and capital outflows. Indonesia tightens forex rules to control inflation and protect the rupiah signaling possible capital control concerns across emerging markets including India if global risk intensifies. India Oil and Gas Supply: Strait of Hormuz crisis raises India energy security concerns. Tankers reroute near Iran as crude oil and LPG supply risks grow. Energy expert Sourav Mitra says large tankers could secure multiple days of gas supply if shipments continue from Saudi Arabia but disruption risk remains high if tensions escalate further. The End of Quarterly Reports: Big shift in global markets as US SEC may end mandatory quarterly earnings reporting backed by Donald Trump. Move to optional reporting could impact transparency investor confidence corporate governance and long term strategy worldwide. Key question what should India do next if global reporting norms change This crisis links oil prices stock market volatility rupee weakness global war risk inflation and India economy shaping investment outlook financial markets and future growth trajectory. Stay ahead of Indian markets amid global chaos as The Core Report with Govindraj Ethiraj breaks down who is holding up Indian markets, LPG shortage India, Strait of Hormuz crisis, oil prices, stock market volatility, rupee weakness and India economy risks shaping your investment outlook. #IndianMarkets #LPGShortage #StockMarketIndia #OilPrices #GlobalEconomy #TheCoreReport #TheCore Join The Core Insider to get access to perks:    / @thecore_in   Listeners! We await your feedback: https://tinyurl.com/TCR-Listener-Survey The 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-...) Join & Interact anonymously on our WhatsApp channel (https://tinyurl.com/The-Core-WhatsApp...) Subscribe to our Newsletter (https://www.thecore.in/newsletters/th...) Follow Us on Social Media for More Updates: Twitter (  / the_core_in  ) Instagram (  / the.core.in  ) Facebook (  / thecore.biz  ) Linkedin (  / thecore-in  ) Youtube (   / @thecore_in  )