Geopolitical signal intensity rising in Taiwan Strait corridor (Korean operational proximity) compounded by EV battery overcapacity signals from Chinese competition.
Thesis reviewed May 29, 2026
SK Innovation Co Ltd is headquartered in South Korea, which is currently showing moderate signals.
🇰🇷South Korea56NEUTRALView South Korea risk detail →⚡Energy62REDUCE| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| KMI | Kinder Morgan, Inc. | 63 | +6% | ↓89% | WATCH |
| ET | Energy Transfer LP | 63 | +7% | ↓89% | WATCH |
| HAL | Halliburton Company | 60 | +16% | ↓89% | EARLY |
| COP | ConocoPhillips | 60 | +13% | ↓89% | EARLY |
| PTR | PetroChina Company Limited | 60 | +8% | ↓89% | NEUTRAL |
| SNP | China Petroleum & Chemical Corporation (Sinopec) | 60 | +8% | ↓89% | NEUTRAL |
| TTE | TotalEnergies SE | 60 | +10% | ↓89% | EARLY |
Investors who hold SHKLY may also have indirect exposure through these country funds.
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Estimates · Yahoo Finance · Not audited figures