Red Sea routing disruption elevating operational cost and delivery risk. MENA supply chain signals rising; material exposure to Bab-el-Mandeb transit lanes.
Thesis reviewed May 29, 2026
BP plc is headquartered in United Kingdom, which is currently showing moderate signals.
🇬🇧United Kingdom67NEUTRALView United Kingdom risk detail →⚡Energy77REDUCE| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| WDS | Woodside Energy Group Ltd | 72 | +10% | ↓61% | WATCH |
| SU | Suncor Energy Inc. | 72 | +14% | ↓61% | WATCH |
| CVE | Cenovus Energy Inc. | 72 | +17% | ↓61% | WATCH |
| PTR | PetroChina Company Limited | 72 | +8% | ↓61% | NEUTRAL |
| ECOPETROL | Ecopetrol S.A. | 72 | +7% | ↓61% | NEUTRAL |
| TTE | TotalEnergies SE | 72 | +10% | ↓61% | WATCH |
| FTI | TechnipFMC plc | 72 | +20% | ↓61% | WATCH |
Investors who hold BP may also have indirect exposure through these country funds.
BP LNG tanker fleet: 7 vessels rerouting via Cape of Good Hope
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Jonathan JacksonIL | D | Buy | $1k–$15k | Mar 20, 26 | -7.7% |
| Jonathan JacksonIL | D | Buy | $15k–$50k | Mar 19, 26 | -7.7% |
| John JamesMI | R | Buy | $1k–$15k | Sep 4, 24 | +44.8% |
| John JamesMI | R | Buy | $1k–$15k | Nov 16, 23 | +36.1% |