# $7B Oil Insider Probe, Physical Uranium Pivot, and Australia’s 20% Gas Lock

Page: https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/7b-oil-insider-probe-physical-uranium-pivot-and-australia-s-20-gas-lock
Text version: https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/7b-oil-insider-probe-physical-uranium-pivot-and-australia-s-20-gas-lock.md
Podcast: [The Commodities Trade Institute Podcast](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714)
Published: 2026-05-08T13:36:15+00:00
Episode link: https://podcasters.spotify.com/pod/show/zach2455/episodes/7B-Oil-Insider-Probe--Physical-Uranium-Pivot--and-Australias-20-Gas-Lock-e3j37c5
Audio file: https://anchor.fm/s/10747c694/podcast/play/119692101/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-8%2F5272526f-afc6-9acc-a14b-1289916ef391.mp3
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JSON: 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
Duration seconds: 507

## Resource

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

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## Transcript

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