It's the fact that Jax decline the next shipment and telling that Irish prick when the time was right. The Irish kings already worked with the Mexican Cartels with gun running once and that went sour, therefore he thinking pre cautiously about the Marks Enterprise. But of course his "ethics" with judgement see just another disaster but worser with a black enterprise. Yet clay may actually be under Marks Enterprise but the kings don't care since they going to get him out. Jax should know by now that war is unavoidable and need to take the Irish out.