Published On: September 17th, 2025Categories: Trade Ideas
In this investment case, we focus our attention on BP PLC, one of the largest oil and gas companies in the world. BP’s 2Q25 results confirm progress on its strategy reset (pivot back to upstream-led growth), with strong cash generation, a robust upstream portfolio, and improving returns. A new discovery in the Gulf of Mexico further strengthens the investment case, while bonds continue to offer attractive spreads over European peers.
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