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 elevated risk signals.
🇬🇧United Kingdom78ENTRYView United Kingdom risk detail →⚡Energy100REDUCE| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| CVE | Cenovus Energy Inc. | 90 | +17% | ↓99% | ENTRY |
| SU | Suncor Energy Inc. | 90 | +14% | ↓99% | ENTRY |
| TTE | TotalEnergies SE | 90 | +10% | ↓99% | ENTRY |
| FTI | TechnipFMC plc | 90 | +20% | ↓99% | ENTRY |
| SHEL | Shell plc | 90 | +4% | ↓99% | NEUTRAL |
| BP | BP plc | 90 | -10% | ↓99% | AVOID |
| ENI | Eni SpA | 90 | +13% | ↓99% | ENTRY |
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% |