Jayant Mundhra on US, Israel & Iran War, Foreign Policy & LPG Crisis | Sanjay Kathuria Podcast EP51

In this episode of the Sanjay Kathuria Podcast, we host Jayant Mundhra, a leading business content creator and geopolitical analyst known for simplifying complex topics around economy, markets, and global conflicts .

With a strong background as a former Bain consultant and a growing community of over 180K+ followers on Instagram and 100K+ on LinkedIn, Jayant breaks down the real reasons behind the US-Iran conflict, the global oil crisis, and how geopolitical tensions directly impact India’s economy.

In this insightful conversation, we uncover India’s LPG & LNG shortage crisis, China-Iran deals, Russia oil dynamics, India’s foreign policy challenges, and whether fuel prices will rise. From defence and energy independence to fiscal deficit and subsidies, this episode gives a clear, data-driven perspective on how global politics affects your daily life and investments.

📘 What You’ll Learn

✅ Real reasons behind the US-Iran conflict

✅ Why the JCPOA deal failed

✅ India’s LPG & LNG shortage explained

✅ China-Iran $400 Billion deal decoded

✅ Russia oil discount strategy revealed

✅ Why India is not energy independent

✅ India’s foreign policy strengths & gaps

✅ Impact of war on petrol & diesel prices

✅ Fiscal deficit & fuel price reality

✅ How geopolitics affects Indian economy

⏱️ Timestamps

00:00 – Podcast Teaser01:40 – Guest Intro - Jayant Mundhra04:33 – Real Reasons Behind Iran War08:25 – Why the JCPOA Deal Failed?10:45 – Oil & Gas Reserve Status Worldwide16:39 – LNG & LPG Shortage Explained20:44 – Qatar's Role in India's Energy22:43 – How Government Controls Narratives25:02 – China-Iran $400 Billion Deal Exposed28:08 – Russia Oil Discount Truth Revealed33:10 – Why did Modi Visits Israel just before the War?36:23 – Is India Truly Self-Sufficient in Defence?40:17 – Why is India Not Energy Independent?44:51 – Gurgaon vs Faridabad Growth Story45:46 – PLI Scheme Impact with Real Numbers49:03 – India's Subsidy vs Capex Problem51:21 – Why India Selling Diesel to Bangladesh?55:20 – How Good is India's Foreign Policy?58:43 – Why is India not able to Hire More Diplomats?59:45 – How Long Will the War Last?01:02:19 – Will Petrol & Diesel Prices Increase?01:04:03 – Windfall Tax Strategy Decoded01:07:29 – Fiscal Deficit & Fuel Price Reality01:08:10 – How Russia Oil Contracts Actually Work01:09:50 – Russia is a Business Partner Not Friend01:14:40 – Episode Outro

🔗 Guest Socials

LinkedIn: https://www.linkedin.com/in/jshilanjanm/

Instagram: https://www.instagram.com/marketswithjayant/

Twitter: https://x.com/jshilanjanm

YouTube: https://www.youtube.com/@MarketsWithJayant

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🧵 Hashtags

#JayantMundhra #Geopolitics #IndiaEconomy #OilCrisis #USIranWar #EnergyCrisis #ForeignPolicy #StockMarketIndia #SanjayKathuriaPodcast

📚 About the Podcast

The Sanjay Kathuria Podcast brings you India’s top investors, entrepreneurs, and wealth creators. Learn how the top 1% manage and multiply money in simple, actionable ways.