Tehran Loop & The Shadow Banking System

Tehran Loop & The Shadow Banking System

In this Audio podcast recorded on 15th April 2026 hosted by Navroop Singh Advocate, and co-hosted by Siddharth Sharma & Kritee Varma Advocate we detail the current situation in the American-Israeli aggression against Iran, the contours of negotiations between Iran & America, the Tehran Loop of Iranian Oil Money 7 Shadow Banking system. We further discuss how two factions of elites in City of London, Brussels, Moscow & Beijing are in contest with Washington, Silicon Valley, US Military Industrial Complex and the Big Oil. This fight for Tehran loop is the fight for supremacy in Global Order, Unhedged Liquidity, the Shadow Banking System, the Petro-Dollar system and the broader effort to shape a Multi-polar world order in Cold War 2.0. This episode unpacks how that system actually works and the Axis of Resistance in Russia, China & Iran as part of wider BRICS+ alliance is contesting with Pax Americana world order whose decline is on horizon. The disruption of supply chains and the effect on global economy of this conflict is probably the most defining feature of this conflict. We hope you like this podcast and do watch our extensive writing & video podcasts on Niti Shastra India YouTube channels. The links are provided as below: Tehran Loop: The Shadow Network - Niti Shastra India - YouTube - 13th April 2026 (Hindi) Tehran Loop & Clannish Wars - 11th April 2026 - (English) Tehran Loop: The Shadow Wars Beneath the Surface - 15th April 2026 (Hindi) Niti Shastra Blog The Tehran Loop & The Shadow Network - Niti Shastra Substack - Link Here [https://nitishastra.substack.com/p/the-tehran-loop-and-the-shadow-network] This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit nitishastra.substack.com [https://nitishastra.substack.com?utm_medium=podcast&utm_campaign=CTA_1]

Persian Gulf War & The Supply Chain Disruption

In this Audio Podcast (Space on X) with Navroop Singh, Himja Parekh & Siddharth Sharma , we break down one of the most critical geopolitical flashpoints of our time i.e. American Israel war against Iran in 2026 & the closure of the Strait of Hormuz and its far-reaching consequences on the global economy, supply chains, and power structures. Often described as the world’s most important oil chokepoint, Hormuz carries nearly a fifth of global oil trade and a significant share of LNG flows. But what happens when that artery is disrupted? We begin by unpacking the first-order effects: immediate shocks to oil, gas, and fertilizer supply chains, and how countries like India, China, and Europe scramble to secure alternatives. The conversation then expands into second-order consequences, where industrial ecosystems from petrochemicals and textiles to semiconductors and automobiles begin to fracture under rising costs and shortages. The episode then dives deeper into third-order effects, exploring how inflation spikes, central banks react, and why this crisis is fundamentally different from the 1973 oil embargo. We examine the risks of bond market instability, liquidity squeezes, and the potential bursting of asset bubbles in sectors like AI and technology. Finally, we explore the military and geopolitical dimension how Iran’s asymmetric warfare strategy, China’s rare earth dominance, and shifting alliances across the Middle East, Europe, and Asia are reshaping the global order. This episode offers a comprehensive, data-driven perspective on how a single chokepoint could redefine economics, warfare, and geopolitics in the 21st century. It covers following points: Persian Gulf war & Closure of Strait of Hormuz First Order Effects: - ⁠Supply Chains - LNG (US), Canada, Argentina, Brazil - ⁠Oil - Russia & Iran, Sanctions Regime - Cuba Blockade - ⁠Fertilisers - Saudi Arabia, Qatar, US, Russia & China - India importers - Impact on Food Supply Chains sowing season Second Order Effects on Industrial Supply Chains & Manufacturing: - ⁠Petrochemicals, Textiles, Plastics, Rubbers, Packaging - ⁠Helium - Semiconductors -Tech Ecosystem - ⁠Electronics & Auto Sector Third Order Effects & Why its not 1973 Embargo: - ⁠Higher energy prices, Inflation, Rate Hikes - ⁠Liquidity Squeeze - ⁠GCC Economies Impacted - ⁠Comparisons to Past, - ⁠Printing in High Inflation - ⁠Bond Market Breaks - ⁠If you dont print, hike rates AI Bubble Pops Impact on Military & Geo Politics: - ⁠US MIC hit - ⁠Chinese rare earth advantage - ⁠AI investment. China’s renewable energy, Sovereign wealth funds -Iran asymmetrical warfare - Horizontal warfare, Drones, Missiles, Start Intell with Russia & China - ⁠Insurance issue - Lloyds of London - Hormuz & Bab Al Mandeb - Houthis - ⁠Impact on GCC countries - Fraying alliances, Economies, Investment Funds, losing LNG dominance - ⁠STEP Quad - Saudi, Turkey, Egypt & Pakistan angle - ⁠Russia-Ukraine : BRICS - ⁠Impact of the war on Europe - ⁠Nato Refusal - Play with Italy & Spain, France in Lebanon, Germany Re militarisation, NATO’s Future - ⁠US strategic mistakes & Path to De-Escalation or escalation scenarios Conclusion - India’s Options in changing Geo-Political environment This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit nitishastra.substack.com [https://nitishastra.substack.com?utm_medium=podcast&utm_campaign=CTA_1]

Pakistan: The Nursery Of Terrorism

In this episode, we explore the transformation of Pakistan into the epicenter of global terrorism in the years following 9/11. What began as a tactical retreat by Al-Qaeda and Taliban fighters turned into a full-fledged resurgence, with North and South Waziristan becoming the launchpads for militancy across Afghanistan and Pakistan. By 2006–07, the Taliban were regaining ground in Helmand, Kandahar, and Zabul, while Al-Qaeda embedded itself deep within Pakistan’s tribal belt. We take listeners through the critical turning points that shaped this trajectory: Dick Cheney’s 2007 visit to Islamabad, the breakdown of peace agreements with Taliban warlords, and the emergence of Lal Masjid in Islamabad as a symbol of radical defiance in the heart of Pakistan’s capital. The siege of Lal Masjid, Benazir Bhutto’s assassination, and the National Reconciliation Ordinance exposed the fragile nexus of politics, intelligence, and militancy. The episode also covers how disillusioned Pakistani military officers defected to join jihadist movements, bringing with them not only battlefield skills but also sophisticated insurgency strategies. This paved the way for Al-Qaeda’s grand designs from targeting NATO supply lines to orchestrating the 26/11 Mumbai attacks, aimed at provoking an India–Pakistan war. We unravel how global jihadist ideology, Pakistan’s domestic politics, and regional rivalries combined to create an enduring cycle of violence. More than just history, this story explains why Pakistan continues to be viewed as the “nursery of terrorism” and why its militant legacy remains central to South Asia’s security challenges today. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit nitishastra.substack.com [https://nitishastra.substack.com?utm_medium=podcast&utm_campaign=CTA_1]

Operation Sindoor & The Global Reset

Namaskar, We at Niti Shastra bring to you podcast “Operation Sindoor & The Global Reset” on India’s Operation Sindoor in retaliation to the Pahalgam Terror attack perpetrated by Pakistan. In this episode we discuss the contours of India’s Operation Sindoor where it hit Pakistan strategically taking out its 11 airbases marking a paradigm shift from Strategic Restraint to Sovereign Retaliation. We discuss the radicalization of Pakistani army and the various suitors who have backed Pakistan as an agent of Chaos & Conflict in the region. From Turkey to China to American funding of Pakistan, we discuss threadbare the tumultuous nature of the conflict in South Asia. And finally we make the sense the larger play of Trade War and Economics that has defined the shifts in global order through centuries. We really hope you enjoy listening to the podcast. Wish to have you with us in our journey going forward. Do like, share the video and subscribe to our platform at nitishastra.substack.com , YouTube (@nitishastraIndia), Spotify and Apple Podcasts. Regards Niti Shastra This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit nitishastra.substack.com [https://nitishastra.substack.com?utm_medium=podcast&utm_campaign=CTA_1]

The India Growth Story

Namaskar, We bring podcast on The DD India article titled "The India Growth Story" authored by Navroop Singh, that outlines the remarkable journey of India’s economic rise, positioning it as the world’s fifth-largest economy with a GDP of $3.72 trillion. It highlights how India’s economic composition has evolved, with the services sector now contributing over half of the GDP, followed by industry and a declining share from agriculture. With a strategic target of achieving a $5 trillion economy by 2025, the government is focusing on boosting manufacturing to comprise 25% of GDP. The article emphasizes India’s global standing in purchasing power parity and its growing economic influence across sectors. The narrative also delves into key policy initiatives that have accelerated this growth trajectory, including "Make in India," "Atma Nirbhar Bharat," and the Production Linked Incentive (PLI) schemes. These reforms are designed to attract foreign investment, increase domestic manufacturing, and foster self-reliance, especially in sectors like electronics, pharmaceuticals, and renewable energy. With over ₹95,000 crore in investments already mobilized under the PLI schemes, the article presents a forward-looking view of India’s ambition to become a manufacturing powerhouse, underpinned by structural reforms and strategic vision. Do read the article in detail over here [https://ddindia.co.in/2025/02/the-india-growth-story/] We really hope you like the podcast. Do like & share the same. Kindly do subscribe to Niti Shastra on SubStack, You Tube (@NitiShastraIndia), Spotify & Apple Podcasts. Regards Niti Shastra This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit nitishastra.substack.com [https://nitishastra.substack.com?utm_medium=podcast&utm_campaign=CTA_1]