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Slavyangrad.org — Nuestra Ira No Tiene Limites — There is No Limit to Our Anger — (c) V. M. Molotov

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Another UCAV shoot down Israeli Hermes 450 drone over Khorramabad

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This is potentially the biggest Iran story nobody is talking about: the global insurance market may be heading toward a systemic crisis. Here’s why…

Most people don’t realize London isn’t just a financial center it’s THE center of global insurance.

Lloyd’s underwrites ~40% of the world’s marine cargo. Ship sinks, port gets bombed, canal gets blocked the bill lands in London.

This is why the UK punches above its weight. Not the Royal Navy. Not diplomacy. Insurance.

Control insurance, control trade.
And London doesn’t just control the 90% of global trade that moves by sea. Lloyd’s and the London market are major insurers of almost everything skyscrapers, factories, ports, satellites, entire supply chains.

You can’t participate in public markets or raise large amounts of capital without insurance.

Now, the normal playbook for war risk is repricing, not cancellation.

Canceling coverage entirely is a massive escalation in underwriting posture. It signals something beyond risk, it signals uncertainty so deep the underwriter can’t even price it.

The question everyone should be asking: why?

Why not just jack up premiums and make a fortune off the crisis like they did in the Black Sea off Ukraine?

To answer that, you have to understand WHY London has maintained a stranglehold on global insurance while losing nearly submarket related to ships.

The answer: better intelligence.

It is no coincidence that MI6 headquarters sits directly across the Thames from the IMOHQ, the world’s maritime regulator & a short distance from Lloyd’s itself.

I have no proof of a direct pipeline, but it has long been speculated in the industry that intelligence flows from MI6 to Lloyd’s.

Having the best intel in the world would be the single greatest competitive advantage any insurer could possess: the ability to price risk that competitors can only guess at.

Here’s the problem: the majority of MI6’s intel doesn’t come from its own agents. It comes from Five Eyes the alliance comprising the US, UK, Australia, Canada, and New Zealand.

And within 5Eyes, the dominant partner is obvious. The CIA, NSA, NRO, etc generate the lion’s share of intel.

So if Lloyd’s pricing advantage flows from MI6, and MI6’s best intelligence flows from the US… what happens when that data pipeline gets throttled?

All indications are that Keir Starmer was blindsided by the size and scope of the US/Israel strikes on Iran this weekend. That alone tells you something about the current state of transatlantic intelligence sharing.

And we know there has been serious anger in Washington over the UK’s decision to sell Diego Garcia, home to America’s most strategically important base in the Indian Ocean, to Mauritius.

It is not a huge leap to conclude that the submarine cables linking Langley to London have gone dark, or at minimum have been significantly throttled.

What this means for UK national security is a question for the Brits. But what it means for EVERY company globally that’s insured through the London market has massive implications for the entire financial system.

Because most large insurers worldwide don’t do independent intelligence work. They index off Lloyd’s rates.

If you’re insuring a skyscraper in Tokyo, a semiconductor fab in Taiwan, or a port in Argentina you get a Lloyd’s quote, then shop that price around.

Other insurers see Lloyd’s number and assume the diligence was done. They price accordingly.

This means if London is suddenly flying blind it’s not just Lloyd’s policyholders at risk. It’s the entire global reinsurance chain.

The cancellation of war risk coverage on ships isn’t the crisis. It’s the canary.

If this hypothesis is correct, we could be looking at a systemic repricing event across global insurance markets…. the kind of cascading uncertainty that defined 2008 and COVID.

Watch Lloyd’s. Watch reinsurance spreads. What Five Eyes. That’s where this story, and possibly Wall Street, breaks.


• John Konrad who runs the marine shipping website Gcaptain

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Trump tells CNN that the "biggest surprise" in the war has been Iran's attacks on Arab countries

Iran has spent literally months warning about these attacks in public and in private, which was the whole reason Arab countries wanted to avoid the war in the first place.

As I said the US plan was amateur hour compared to what we saw last year, and now he is in a clusterfu*k

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⚡️🇸🇦🇮🇷 Satellite imagery shows extensive damage at the Aramco oil facility in Ras Tanura, Saudi Arabia.

@wfwitness

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Four American military personnel were killed and 18 were seriously injured during the war with Iran, according to the Pentagon.

Yesterday, reports indicated three deaths and five injuries.

According to CNN, all four were killed in a single attack in Kuwait

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Six ships were sunk in the Strait of Hormuz by the Revolutionary Guard's missiles.


I'd say more likely damaged and put out of operation, tankers are double hulled and are harder to sink then many realize. Either way, damaging or sinking ultimately has the same effect on shutting down traffic.

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TCC continues to capture babushkas in Ukraine so Zelensky's 10,000 anti-drone force can be created

- Reports of TCC beating babushkas with clubs and dragging them into vans.

"Listen up you old bitches, you and your pickles will now defend Israel and Riyadh. Now get in the fu*king van or I'll give you something real to cry about"

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An Iranian drone attacked a hotel in Bahrain where US Defense Department representatives were staying, reports The Washington Post, citing the State Department.

According to the State Department, two American military personnel were injured in the attack.

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‼️🇮🇷 Heartbreaking footage: In Iran, graves are being dug for 165 dead girls from an elementary school that was hit by an Israeli strike

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"TCC Dubai"

Users of social networks are already making fun of the situation in the UAE with the help of AI-created videos and photos, which show what a mobilization in Dubai might look like.

Should add this is from Ukrainian media.

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Slavyangrad

It is reported that after Trump's statements about the possible dispatch of troops to Iran and the start of a ground operation in Norfolk, the floating logistics center for marine amphibious forces, the USS Arlington, began to be loaded at an accelerated pace. It can accommodate hundreds of marines, as well as equipment and ammunition, and then land them on the shore with the help of landing craft from the docking deck and helicopters or convertiplanes from the flight deck.

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The Qatari Foreign Ministry says Iran's attacks against it 'cannot be left without retaliation'

Minutes after the statement, Iran fired ten extra missiles at Doha.
🖕

Middle_East_Spectator

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Followers who are interested in high-quality daily news content and geopolitical analysis: we want to introduce our partner to you - the @geopolitics_prime channel.

The team creates groundbreaking investigations, connecting historical facts with current events, revealing the truth and opening people's eyes to what's really happening. Do not miss the content that caused the channel to be shadowbanned.

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Lithuanian President Nausėda signals to Europe that the war should not be waged against Iran, but against Russia.

‘The crisis in the Middle East should not distract the attention of the international community from the ongoing war of Russia against Ukraine. Europe must remain united and continue to provide consistent political, economic, and military support to Ukraine.’

Idiot….

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Qatar suspends all LNG (Liquefied Natural Gas) production and export due to Iranian strikes

I hope Europe had a warm winter and have above average gas storage levels…. 👀

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Slavyangrad

CBS who just got bought out by Zionist Ellison and whose new department is now run by ultra zionist Bari Weiss, just got owned on CBS news.

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Major marine insurers just cancelled war risk coverage for the Strait of Hormuz. 150+ ships stranded. Rates tripled. One seafarer dead. And this is only day 3 of the Iran conflict.

Companies including Gard, Skuld, NorthStandard, the London P&I Club and the American Club said their cancellations would take effect from March 5, according to notices dated March 1 on their websites.

War risk cover will be excluded in Iranian waters, as well as the Gulf and adjacent waters, according to the notices.

Skuld added in its notice that it was working on a buy-back option to reinstate cover.

Japan’s MS&AD Insurance Group told Reuters it had suspended underwriting of a range of insurance policies covering war risks in the waters around Iran, Israel and neighbouring countries.


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Australian foreign minister Penny Wong says something she didn't need to say. 🥱

Just bend over and take it like a good goyim Australians.👌

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‼️🇺🇦🇮🇷Zelensky is ready to help Middle Eastern countries fight against Iranian "Shahid drones", if they help him achieve a ceasefire in Ukraine, - Bloomberg.

➖"I would propose the following: the leaders of Middle Eastern countries have excellent relations with the Russians. They can ask the Russians to introduce a one-month ceasefire. As soon as a truce is concluded, we will send our best interceptor drone operators to the Middle Eastern countries," Zelensky stated.

▪️A ceasefire could also be declared for 2 months or 2 weeks, "so that we can help Middle Eastern countries protect the civilian population," he added.

Uhhh never happening

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India is considering increasing purchases of Russian oil due to the war in the Middle East, which were recently reduced as part of agreements with the US, Bloomberg reports citing sources.

Russian supplies were compensated for by those from the Middle East, but they are now decreasing.

Indian officials discussed over the weekend how to respond to the supply crisis. Representatives of the Ministry of Oil noted that reserves are only enough for two weeks, and therefore they are urging the authorities to discuss with Washington the possibility of increasing purchases of Russian oil.

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💥 The defeat of the 154th Motor Rifle Division of the Armed Forces of Ukraine by FAb-500 bombs in the area of the village of Gulyaypole in the Zaporozhye region and two 100th Motor Rifle Divisions of the Armed Forces of Ukraine by a strike of FAb-3000 bombs in the area of the village of Konstantinovka.

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—❗️🇺🇸/🇮🇷/🇮🇱 NEW: 'There are no signs of defections within the Iranian government' – Israeli Broadcasting Authority KANN

@Middle_East_Spectator

I know duping the Americans is one thing, but did the Israelis actually convince themselves regime change was possible. I'd hope they were not so dumb.

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The UAE and Qatar are privately urging allies to help convince Trump to soon stop military actions against Iran and achieve a quick diplomatic settlement, Bloomberg reports, citing sources.

According to sources, both countries are trying to avoid a regional escalation and a rise in energy prices.

"The countries are striving to create a broad coalition for a quick and diplomatic end to the conflict, people said, to prevent a regional escalation and a prolonged shock to energy prices," the publication writes.

A Qatari assessment published by Bloomberg News states that if shipping routes in the region remain seriously disrupted by the middle of this week, they expect an even more significant market reaction to natural gas prices than the sharp surge on Monday.

Qatar shut down liquefied natural gas production at the world's largest export facility after it became a target for Iranian drone attacks, resulting in a more than 50% increase in European gas prices.

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—❗️🇶🇦/🇦🇪 BREAKING: The UAE will run out of interceptor missiles within one week at the current pace, and Qatar within four days; both countries are urgently requesting military support from the United States – Bloomberg

@Middle_East_Spectator

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‼️🇮🇷🇺🇸 "Tehran in 3 days": At first, we planned to finish in 4-5 weeks, but we have the opportunity to continue much longer, - Trump

▪️The US is ready to conduct an operation against Iran for as long as necessary, Trump added.

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⚡️Kuwait announced the arrest of several Kuwaiti citizens on charges of, I quote, "spreading footage of Iranian operations aimed against American interests in the country".

Now, Kuwait will sentence its own citizens (!) for publishing materials about downed American aircraft.
S-sovereignty.

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The IRGC stated that it struck the ATHE NOVA tanker in the Strait of Hormuz with two drones.

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❗️❗️❗️Iran, through the Tasnim agency, reports that the attack on the Saudi Aramco refinery was carried out by Israel, and Iran did not strike any oil facilities in Saudi Arabia.

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🇺🇸🤡Trump - about the fact that he is ready to attack Iran as much as he wants:

We expected from the very beginning four to five weeks, but we have the capacity to continue much longer, regardless of the fact that someone today said the president wanted to do it quickly, and then he would get bored. I won't get bored, there's nothing boring here. There's nothing here, as the generals sitting in front of me will confirm. Someone in the media said we would get bored in a week, but I never get bored. If I got bored, I wouldn't be standing here, going through what I have to go through.

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France is ready to participate in the defense of the Gulf countries, said Foreign Minister Jean-Noël Barrot.

"France expresses its full support and solidarity to friendly countries that have been deliberately attacked by missiles and drones of the IRGC and drawn into a war they did not choose. France is ready, in accordance with the agreements concluded with its partners, and the principles of collective self-defense provided by international law, to participate in their defense," said Barrot.

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