Episode
$7B Oil Insider Probe, Physical Uranium Pivot, and Australia’s 20% Gas Lock
- Published
- May 8, 2026
- Duration seconds
- 507
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/the-commodities-institute-podcast-7413714/episodes/7b-oil-insider-probe-physical-uranium-pivot-and-australia-s-20-gas-lock/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/7b-oil-insider-probe-physical-uranium-pivot-and-australia-s-20-gas-lock.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
Today, we investigate the staggering $7 billion in short positions placed moments before Iran war ceasefires and the UAE’s risky "dark tanker" maneuvers in the Strait of Hormuz. We also analyze the CME’s pivot to physical uranium futures, Australia’s historic domestic gas reservation policy, and the hurdles facing U.S. beef exports ahead of the Trump-Xi summit. https://www.commoditiesinstitute.com FOLLOW US @commoditiesinstitute Instagram - https://www.instagram.com/commoditiesinstitute Facebook - https://www.facebook.com/61584221970761 TikTok - https://www.tiktok.com/@commoditiesinstitute YouTube - https://www.youtube.com/@commoditiesinstitute Listen to the Podcast: Spotify Podcast - https://open.spotify.com/show/6eO2y40mmH5J8boeF0ANjJ Apple Podcast - https://podcasts.apple.com/us/podcast/the-commodities-institute-podcast/id1826784341 Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy