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

The Commodities Trade Institute Podcast · May 8, 2026 · 8m

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.

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