#815 Markets Jump In Best Session In Over A Month
The Core Report
India's LNG Demand, Substitutes, and Sourcing
Sehul details India's gas demand mix, import dependence on Qatar, and alternatives like US LNG and fuel switching.
On Episode 815 of The Core Report, financial journalist Govindraj Ethiraj talks to C S Vigneshwar, President at FADA as well as Sehul Bhatt, Director at CRISIL Limited.
SHOW NOTES
(00:00) Stories of the Day
(01:09) Markets jump in best session in over a month
(05:24) Why India has to brace for a gas shock.
(12:17) India imported $98.7bn worth of goods from West Asia in 2025, making the region a critical supplier of energy, fertilisers and industrial inputs.
(14:05) Airlines including Air India are adding long haul capacity to ease backlogs.
(15:44) Why February was a bumper month with 25% growth for Indian car makers.
(23:23) Indians account for more than 20% of Dubai property purchases by foreigners.
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