
Energy
Hormuz, day 133: oil has round-tripped, gas hasn't, and the shorts have picked sides
Three weeks of reopening died in a week of tanker attacks and 170 US strikes. Brent is back at $76, gas isn't, and ASX energy shorts have split three ways.
Friday 17 July 2026
Featured investigation
Why betting against Australian housing keeps failing — negative gearing, the 1999 CGT switch, the buying power of four banks, and what Japan and China teach about the day it breaks.
4 interactive dashboards · 27 sources · 23 June 2026
Read the investigation
Energy
Three weeks of reopening died in a week of tanker attacks and 170 US strikes. Brent is back at $76, gas isn't, and ASX energy shorts have split three ways.
Markets
A 20.7% share price rally over three months is forcing short sellers to trim their positions, raising questions of a classic short squeeze.
12 July 2026

Healthcare
A twenty-four-fold run to A$7.55 took 4DMedical into the ASX 200. The halving since has drawn short sellers from zero to a record 11.3% in months.
21 June 2026

Markets
When the ASX fell 36% in five weeks in 2020, short interest across the market barely moved — a decade of ASIC data says the crash-driving short seller is mostly a myth.
21 June 2026

Mining & Resources
Pilbara Minerals was the ASX's most-shorted stock for years — a proxy bet against collapsing lithium. The 2026 price spike squeezed the bears out; now, at 10% short, they're creeping back.
18 June 2026

Mining & Resources
ASX rare-earth miners rerated on a China-versus-West scarcity premium. Short sellers hold nearly $2bn against the basket — almost all of it on Lynas, at 10% of its shares.
18 June 2026

Banking & Financials
Short sellers hold nearly $11bn against Australia's major banks, the largest dollar bet on record. Commonwealth Bank alone is $5.5bn of it — its heaviest short load since 2016.
18 June 2026
