Lloyd’s of London reversed its suspension of tanker insurance in the Strait of Hormuz after President Trump moved on 3 fronts:
The U.S. Development Finance Corporation offered political risk insurance
The Navy was put on notice to protect shipping, and
Trump eased sanctions on Russian oil while speaking with President Putin
This episode argues this outflanked Britain - now labeled a “former ally” - and reshaped the strategic landscape, including U.S. urging Israel to halt strikes on Iran’s energy infrastructure to protect stability and preserve Iran’s oil sector for post-war cooperation, while noting the impact on China’s oil flows.
It highlights Bloomberg reporting on Mojtaba Khamenei’s London-centered property empire via offshore nodes tied to the City of London, portraying long-running British financial links to Islamist networks.
The script contrasts sidelined figures like John Bolton and Mark Carney with Pentagon voices insisting this is not another 2003-style war.
Chapters
00:00 The Midweek Update - Intro
02:00 Lloyd's Blinked: Trump's Three-Front Strike on the Insurance Weapon
05:52 Iran's Supreme Leader Banks in London: The Money Trail Exposed
08:15 Bolton's Process vs. Hegseth's Generation: Who's Actually in the Room
Snapshots and Notes
Without a doubt, for those following closely, Lloyds of London blinked.
Just days after suspending shipping insurance for oil tankers in the Strait of Hormuz, they reversed themselves and announced that they want to work with the United States to keep ships and oil moving.
Most people think they know why.
President Trump had called their bluff and announced that he would keep the Strait open.
“I will not allow a terrorist regime to hold the world hostage and attempt to stop the globe’s oil supply, and if Iran does anything to do that, they’ll get hit at a much, much harder level.
“In the meantime, during this brief disruption, the United States is offering political risk insurance to any tankers operating in the Gulf.”
That’s some of it, but not all of it.
He also called Russia’s President Putin, and he lifted some sanctions on Russian oil in a move that the globalists called self-defeating.
But that’s still not the whole story.
The real reason is that the world is going through a fundamental remake, thanks to Donald Trump.
The president now describes Britain as a FORMER ally, and an even bigger scandal has erupted about the British, about the money ties between London and Iran’s new supreme leader, Mojtaba Khamenei.
Globalist think tanks and press will continue to insist that Donald Trump is stumbling into another forever war, that he’s unleashing economic chaos and courting midterm disaster.
For decades, Susan Kokinda has exposed how the modern British Empire lurked in the shadows, keeping the world in turmoil with wars, economic control, and terrorism.
Now, thanks to Donald Trump, it’s out in the open.
Today, she is going to look at three things…
Lloyd’s Blinked: Trump’s Three-Front Strike on the Insurance Weapon (02:00)
So the U.S. engagement with Iran is not exactly playing out as the globalists expected (Our note: if it seems to be an ongoing theme lately, well, there are no coincidences).
The cancellation of war risk insurance by the empire’s oldest insurance company was supposed to bring shipping to a halt, spike oil prices, and shatter economies.
Operation Epic Fury was supposed to be economically and politically disastrous for President Trump and backfire against him.
But the president was ready.
He moved on three fronts simultaneously, and Lloyds never recovered.
First, he announced that the Development Finance Corporation would step in with political risk insurance; Lloyds had pulled coverage; Washington replaced it within days.
Second, he announced the Navy was on notice to protect shipping in the strait as needed.
And third, this is the move that tells you everything about how differently this president thinks - Trump lifted some sanctions on Russian oil; not only that, he got on the phone with President Putin to discuss the conflict in Iran.
Let’s put this all in context…
Last week, Donald Trump branded Britain as our former closest ally, the same Great Britain which has led the charge to sanction Russia and keep the Ukraine war going, and the same country which is home to Lloyd’s of London, which just tried to strangle world oil supply.
So instead, Trump turns to Russia to get oil moving and chats up Putin for an hour.
Now, here’s something else you didn’t see coming, especially if you’ve been imbibing the Israel runs Trump Kool-Aid.
Yesterday, Axios carried this headline…
Axios reporter Barak Ravid reported three reasons for this…
Protecting Gulf energy stability
Avoiding price spikes
Preserving Iran’s oil sector for post-war cooperation
This is the same approach that President Trump used with Venezuela.
Trump isn’t protecting the regime; he’s planning for what comes after it, and it doesn’t conform to Israel’s objectives.
Think about what that means…
Israel doesn’t have a blank check
The Gulf states are being protected
Iranian oil is being preserved for the Iranian people after the regime falls
This is not a neocon war plan.
This is a president managing the endgame while the bombs are still falling.
Now, here’s another page from the neocon playbook being put into the shredder.
The page about how Trump’s Iran moves are aimed at China…
“We’re in a very good position, but very unfair to other parts of the world, like China, for example.
“I mean, we’re doing this for the other parts of the world, including countries like China.
“They get a lot of their oil through the straits.
“So we’re doing this.
“We have a very good relationship with President Xi in China.
“I’m going there in a short period of time, we’re protecting the world from what these lunatics are trying to do and very successfully.”
So line it all up…
Trump called Lloyd’s bluff and called Britain our former ally, then he eased sanctions on Russian oil and called Putin, and he says he’s doing it for China and the rest of the world.
No wonder heads are exploding in think tanks in London and Washington.
This is the real story,
not the missile strikes or the carrier movements
or the panic market headlines,
But the strategic landscape is being remade in real time.
The empire isn’t just being outflanked, it’s being exposed.
Iran’s Supreme Leader Banks in London: The Money Trail Exposed (05:52)
And part of that exposure is the financial ties between the mullahs and London.
Back in January, Bloomberg dropped a 2,700-word article, which just sort of sat there like an unexploded bomb.
Until now.
When you look at the title, you’ll know why…
Now, that son of Iran’s supreme leader is Mojtaba Khamenei, who was just elected as the new supreme leader several days ago.
And the global property empire, well, it’s concentrated in the City of London.
Bloomberg tracked the financial holdings of Mojtaba Khamenei.
The front companies managing their family wealth aren’t registered in Tehran.
They’re registered in the Isle of Man and St. Kitts.
The Isle of Man and St. Kitts aren’t random offshore jurisdictions.
They are nodes of the City of London’s offshore banking network, the same City of London that just tried to spike oil prices against an American president at war.
So let’s call it what it was.
The Iranian Revolution wasn’t a revolution.
It was a management arrangement.
The mullahs raged against the West in public,
and in private, the family money went to London.
And this isn’t the first time.
Go back a few decades to the infamous Al-Yamama deal with Saudi Arabia, the largest arms deal in British history, connected to the royal family, and to off-the-books money flows traced to 9-11 participants.
Quick footnote.
The first foreign visit that Donald Trump took in his first term was to Saudi Arabia to tell them to stop financing Islamic terrorism.
He knew then, he knows now.
And you can bet that Trump’s team, especially Scott Bessent, can read a Bloomberg article.
So the Al-Yamama deal was version one,
The Khamenei property empire in London is another version,
And Britain has been financing Islamic fundamentalism for decades.
The chaos in the Mideast, with Iran as the crown jewel, was part of the business model.
And London managed it for 47 years until this week.
And this week, Trump made sure that the world could see it.
Bolton’s Process vs. Hegseth’s Generation: Who’s Actually in the Room (08:15)
So the insurance checkpoints are being replaced.
The common A money trail leads to London.
Trump is remaking the strategic landscape.
What’s the establishment’s response?
John Bolton is giving interviews that reflect a certain state of mind.
“Well, I’ve said from time to time, the only question is who gets me first, the Iranians or Trump?”
Now, Bolton’s actual complaint is that Trump doesn’t play by the rules that have kept presidents in check.
Pay attention to what Bolton is defending…
“It’s not at all clear to me that Trump is.
“He doesn’t do grand strategy.
“He doesn’t even do policy the way we normally understand it.
“So I’m not sure exactly what his thought process is because we know the normal National Security Council process is all but non-existent in this second term.”
Did you catch what Bolton is actually defending?
Bolton is defending a national security process.
The one that produced 20 years in Afghanistan, Iraq, and Libya.
The one who managed the Iranian threat for 47 years without ever resolving it.
Because resolving it wasn’t the point.
Now, here’s someone else who’s out in the cold.
The central banker’s prime minister, Canada’s Mark Carney, the man the globalists have assigned to try to rescue some kind of rules-based order…
“We were not consulted before it began.
“We’re not engaged in the conflict.
“We do not intend to engage.
“What we are doing, where we are engaged, is dealing with the consequences of the conflict, consequences that continue to spread.”
That’s the special relationship in 2026, the City of London’s chief spokesman, standing outside the fence, waiting to see how it ends.
Now, there are still way too many voices in Trump’s own base right now saying he’s been captured, that Bolton got his war, that the globalists won, that this is Iraq all over again.
But look at who’s actually complaining…
Bolton can’t get his national security process
Carney can’t get into the room
The people who ran the old system are on the outside looking in, and they’re furious - that’s not what a neocon takeover looks like.
Now listen to who is in the room.
You know, as someone who led troops, led soldiers in the streets of Baghdad and Samarra, Iraq, and who trained counterinsurgents in Kabul, Afghanistan, and who still carries the weight of brothers lost to Iranian terrorist proxies.
This fight, Operation Epic Fury, hits home.
You see…
This is not 2003.
This is not endless nation-building under those types of quagmires we saw under Bush or Obama.
It’s not even close.
Our generation of soldiers will not let that happen again, and nor will this president.
In that interview before, Bolton had called Iraq a military success.
Hegseth, on the other hand, carries the weight of the brothers it cost.
That’s the difference between the old vision and the new one..
between the men who managed the imperial order and the men who paid for it
a generation that went to Baghdad and came home knowing exactly what the old system cost, and a president who finally asked them to finish the job
That’s what the global elite are looking at from the outside.
That’s why Lloyds of London had to blink, because for the first time in a very long time, an American president is conducting an American foreign policy, not an imperial one.
And the success of that policy depends on you.
President Trump needs people who understand what he is doing to defeat the real enemy.
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