The UK isn't the EU anymore. Don't you remember? BoJo 'got Brexit done.'
As for 'the oil bit' Tom Luongo has gone on a fair bit about how Trump's invasion of Iran had more to do with targeting City of London's chokepoint in the region, and that much of the so called blockade was Lloyd's of London hitting back more than it had anything to do with the IRGC actually blocking much of anything.
I don't quite follow all of what he's on about there but it's been an interesting angle. Too many layers to everything after Sikes Picot and all the intelligence apparatus spent the last 80 years pitting everyone against everyone.
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Luongo's slight more MAGA than I care to be (I enjoy Bessent more than anyone, and Tulsi was a good egg), but he's usually been pretty good at tying some non-obvious pieces together. His analysis of the move from LIBOR to SOFR in particular.