Bloomberg is reporting that EU Commissioner Ursula von der Leyen and Prime Minister Mark Carney are scheduled to formalize a strategic partnership with details to be delivered during remarks on September 16th.

In the big picture this does not come as a surprise as Prime Minister Mark Carney has called Canada the most European of non-European states. The ideology of the EU bureaucracy in Brussels and the Carney government in Ottawa is in full alignment. Canada yearns to be European in part to help defend the British Commonwealth from the global reset underway by U.S. President Donald Trump.

President Trump is assembling a sovereign global structure where the tentacles of the British commonwealth system are removed. A sovereign USA, China, India, Russia and Saudi Arabia acting independently, albeit with each nation organizing their interests by forming bilateral trade and economic attachments with each other nation.

In essence President Trump is emphasizing ‘Nationalism’ over ‘Globalism’, where the influences of the old, mostly British or colonial systems are removed. In order to combat this strategic reset the U.K commonwealth countries Australia, New Zealand, the British Caribbean states and Canada are organizing themselves into a cluster with the European nations as “middle powers.”

According to the expressed defensive plan outlined by Prime Minister Mark Carney, the totality of the “middle powers” assembly would then be large enough to block the influences of the USA, China, Russia, India or Saudi Arabia.

This new alignment will be interesting against the geopolitical backdrop of the economically aligned G7 or G20 construct. However, there is a big upside. Given the nature of the expressed intent for collective defense and security, there is an immediate opportunity created by the assembly for the United States to exit NATO.

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**BUMPED by Request** History has a tendency to rhyme.

There is one move on the geopolitical chessboard that can put all of the U.S. and President Trump’s problems into an immediate checkmate.  However, the forces against the alignment are significant. If President Trump can end the Ukraine-Russia conflict and end the sanctions regime against Russia, everything changes.

Bringing Russian oil, gas and natural resources back into the global economy not only removes all leverage held by Iran, but it also wipes out intransigent resistance against the geopolitical reset and upends over a hundred years of EU and Commonwealth financial manipulation.

Not only does the Iran problem immediately shift, but so too does any/all leverage carried by Canada on behalf of London and the broader commonwealth structure.  With a U.S-Russia strategic economic alliance, something factually stated at the end of every message from Moscow, the dynamics of global structures is entirely different.  However, all the oppositional interests are well aware of the consequence and their actions reflect it.

The United States and Russia ended World War II.  A U.S-Russia alliance would change everything.

Who would benefit from such a strategic partnership?  The USA, Russia, India, China, Saudi Arabia, the Gulf States (GCC), ASEAN countries and even Japan and the Caribbean, including Cuba.

Who would oppose such a seismic shift?  The U.K, specifically the financial constructs within the City of London, Canada, the EU-NATO states, all the Commonwealth countries and the Five-Eyes group (Australia, New Zealand, Canada, the U.K and the U.S. Intelligence Community).

Now we have appropriate context for the dynamic of the issue, along with context for exactly why all oppositional elements are conducting current activity.  A strategic partnership between the U.S. and Russia represents an existential threat to all the old systems – everything.

The first step would be solving the Ukraine-Russia conflict. So, let’s look at that problem specifically and how a transactional approach might frame the four corners of an end to it.

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Treasury Secretary Scott Bessent gets it.  When asked about the Strait of Hormuz, Bessent notes that yes, things will likely never return to the way they were before; however, there is a distinction that must be applied.

Even if Iran completely acquiesced to all of the most stringent terms and conditions requested by President Trump, they will never again recapture the position they held with the Strait of Hormuz as a chokepoint.

Capital markets respond to risk in the medium and long term; risks are always mitigated.  With the Strait now identified as a strategic risk, the emphasis will be on forever neutralizing that risk and avoiding the issue in the future.  As a consequence, Iran’s strongest point of leverage is disappearing now and will continue to disappear.  WATCH (prompted):

As further explained by James Thorne on X: “By repeatedly signaling its willingness to disrupt the Strait of Hormuz, Tehran hasn’t strengthened its hand, it has accelerated the market’s exit. Capital does not tolerate chokepoints; it routes around them.

Saudi Arabia is expanding its East-West pipeline. The UAE has already built out Fujairah as a bypass. Iraq is revisiting overland export corridors. Every marginal dollar now flows toward redundancy, not reliance. What was once a geopolitical lever is being engineered into irrelevance. Bessent gets it: markets don’t absorb coercion; they arbitrage it away.

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President Trump calls-in to Fox Morning to discuss the passing of his friend Senator Lindsey Graham and other events of importance.    The discussion about Graham is the first 8 minutes.

The interview is prompted to [8:04] the segment where President Trump is discussing the current status of insufferable negotiations with a duplicitous Iranian negotiating team.  Obviously, President Trump is done with the word games and efforts of the Iran regime to “tap along” the negotiations while never intending to uphold their word or promises.

Previously the Gulf Cooperation Council (Saudi Arabia, UAE, Qatar, Kuwait, Bahrain) urged President Trump to ignore the statements and promises from Iran as they could not be trusted.  However, the GCC -which is ironic considering Qatar intermediaries- then tried to directly negotiate with Iran using Pakistan.

Collectively the GCC, Trump and now NATO are all in the same frame of thinking that Iran is simply just playing games.  As a consequence, U.S. and allied military action is now taking place against Iran on multiple fronts.  WATCH:

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Perhaps one of the most consequential voices in all of the Middle-East is Egyptian President Abdel Fattah al-Sisi.  Egypt is the intellectual hub of modern Islam, and a very pragmatic President Sisi has been the major opposition to radical Islam for the past decade.

President Sisi walks a careful position balancing his opposition to the Muslim Brotherhood with pragmatic perspective toward Israel and the friction therein.  Egypt has been stable under the leadership of Sisi, but extremist elements have continued to use the Siani region to create instability.  President Trump and President Sisi are in alignment on the cause for peace and stability.  WATCH:

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President Trump announces the deal with Iran is completed:

[SOURCE]

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The Gulf Arab allies had been negotiating through Pakistan with Iran.

Egypt, Jordan, Bahrain, Saudi Arabia and Qatar are now joined by Turkey in the construction of the agreement, which is important because Turkey now represents the figurative center of the Muslim Brotherhood.

The GCC and President Trump are not going to end Iranian Islamic extremism without the umbrella political organization of the Brotherhood accepting terms.

[VIA TRUTH SOCIAL] – “I am in the Oval Office at the White House where we just had a very good call with President Mohammed bin Salman Al Saud, of Saudi Arabia, Mohammed bin Zayed Al Nahyan, of The United Arab Emirates, Emir Tamim bin Hamad bin Khalifa Al Thani, Prime Minister Mohammed bin Abdulrahman bin Jassim bin Jaber Al Thani, and Minister Ali al-Thawadi, of Qatar, Field Marshal Syed Asim Munir Ahmed Shah, of Pakistan, President Recep Tayyip Erdoğan, of Türkiye, President Abdel Fattah El-Sisi, of Egypt, King Abdullah II, of Jordan, and King Hamad bin Isa Al Khalifa, of Bahrain, concerning the Islamic Republic of Iran, and all things related to a Memorandum of Understanding pertaining to PEACE. An Agreement has been largely negotiated, subject to finalization between the United States of America, the Islamic Republic of Iran, and the various other Countries, as listed. Separately, I had a call with Prime Minister Bibi Netanyahu, of Israel, which, likewise, went very well. Final aspects and details of the Deal are currently being discussed, and will be announced shortly. In addition to many other elements of the Agreement, the Strait of Hormuz will be opened. Thank you for your attention to this matter!

~ President DONALD J. TRUMP

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President Trump announced on Truth Social that he is delaying further strikes against Iran pending current negotiations with Saudi Arabia, the United Arab Emirates and Qatar.  According to the announcement the Gulf States are negotiating a ‘zero nuclear’ position.

This is an interesting development as the Gulf Cooperation Council (GCC) were previously the ones urging President Trump not to halt the military pressure campaign.

PRESIDENT TRUMP – “I have been asked by the Emir of Qatar, Tamim bin Hamad Al Thani, the Crown Prince of Saudi Arabia, Mohammed bin Salman Al Saud, and the President of the United Arab Emirates, Mohamed bin Zayed Al Nahyan, to hold off on our planned Military attack of the Islamic Republic of Iran, which was scheduled for tomorrow, in that serious negotiations are now taking place, and that, in their opinion, as Great Leaders and Allies, a Deal will be made, which will be very acceptable to the United States of America, as well as all Countries in the Middle East, and beyond. This Deal will include, importantly, NO NUCLEAR WEAPONS FOR IRAN! Based on my respect for the above mentioned Leaders, I have instructed Secretary of War, Pete Hegseth, The Chairman of The Joint Chiefs of Staff, General Daniel Caine, and The United States Military, that we will NOT be doing the scheduled attack of Iran tomorrow, but have further instructed them to be prepared to go forward with a full, large scale assault of Iran, on a moment’s notice, in the event that an acceptable Deal is not reached. Thank you for your attention to this matter!”

~ President DONALD J. TRUMP

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In recent developments President Trump’s ‘project freedom’ operation to open the Strait of Hormuz for captured shipping interests has been paused following Saudi Arabia’s withdrawal of support and their revocation of Saudi air bases for U.S. operations.

The issue behind the Saudi decision is not that complicated if you understand the longer-term background.  However, the issue behind the Saudi decision also highlights a key ¹flaw in the Promethean analysis of the relationship (and the reason I caution everyone to sip slowly from this information source).

The cliff notes version is that Saudi Arabia and many of the Gulf States look at the negotiations between President Trump and Iranian interests with skepticism.  The Gulf Cooperation Council (GCC) wants a complete and final elimination of the threat Iran represents. They do not believe Iran can be negotiated out of that threat.  The GCC view negotiations as an Iranian delay tactic.

Saudi Crown Prince Mohammed Bin Salmon, the main voice in the GCC position, has clear eyes and a long historic view on the threat Iran represents. They accept the people in control of the Iran regime will do and say anything to pause or remove the military confrontation; but they will never stop building the arsenal for war. There is zero, absolutely zero trust in anything the Iranians say on this matter.

As a consequence, Saudi Arabia understands the intent of President Trump’s request to support ‘project freedom’, however Saudi Arabia is not going to accept continued missile attacks from Iran during this ‘humanitarian’ effort to reopen the Strait. [Remember, this is also a Muslim Brotherhood issue.  The Brotherhood is the political network behind extremist Islam.]

President Trump is asking Saudi Arabia and the GCC states to view the continued Iranian attacks as small slights, small provocations, while he diplomatically tries to negotiate with the Iranian regime.  MbS and the GCC are unwilling to take this position, to accept these continued attacks against their nations, simply to give President Trump the political benefit of his policy.

Again, the Saudi’s and GCC have been dealing with this extremist threat for decades. They are unwilling to compromise in order to give space for negotiations they view as futile.  The U.S. can use all Saudi support venues to confront Iran militarily, but they are not going to support the political and diplomatic effort behind ‘project freedom’ while they are simultaneously expected to accept continued attacks from Iran.

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U.S. Treasury Secretary Scott Bessent outlines Operation Economic Fury and the financial pressure campaign against the Iranian regime with Larry Kudlow.

KEY POINTS:

0:00 Introduction: Operation Economic Fury
0:39 Max Pressure: The Strategy to Freeze Iran’s Economy
2:04 Tracking the Money: Seizing IRGC Assets and Crypto
3:14 The Oil Blockade: Kharg Island at a Standstill
4:10 US Economic Resilience: Why Critics Are Wrong
6:04 IRS Modernization and Signature Tax Policies
7:33 Global Reshoring and the Manufacturing Boom
8:10 Geopolitical Chess: The UAE’s Break from OPEC
10:27 Federal Reserve Friction: Jay Powell vs. Kevin Warsh

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