London's FTSE 100 dips as oil majors weigh; voters head to polls
Finance

London's FTSE 100 dips as oil majors weigh; voters head to polls

Published by Global Banking & Finance Review

Posted on May 7, 2026

2 min read

· Last updated: May 7, 2026

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FTSE 100 Down as Oil Majors Drop and UK Local Elections Begin

Market Movements and Key Drivers

May 7 (Reuters) - The UK's FTSE 100 edged lower on Thursday, pressured by a firmer pound and a slide in oil majors Shell and BP, while Britons headed to the polls in local and regional elections.

The blue-chip FTSE 100 index fell 0.6% to 10,380 points by 1112 GMT, while the midcap FTSE 250 gained 0.5%.

Political Developments and Election Impact

• The elections could deal a huge blow to Prime Minister Keir Starmer's Labour Party, renewing scepticism about his ability to govern. They could also signal the beginning of the end of Britain's traditional two-party system.

Economic Indicators and Market Sentiment

• A recent survey showed that in April, British builders saw one of the biggest month-on-month jumps in cost inflation.

• The pound rose against the dollar on hopes that an end to the U.S.-Iran conflict was near, pressuring multinational firms that earn most of their revenue overseas.

• With earnings season in full swing, markets are assessing consumer demand and any economic impact from the Middle East conflict.

Company Performances and Stock Movements

• Shares of oil major Shell dropped 2% despite reporting its highest quarterly profit in two years and raising its dividend. Rival BP fell 1.4%, as oil's slide below $100 weighed on its stock. [O/R]

• Shares of BAE Systems were down 3%, among the biggest drags on the FTSE 100, after the defence firm maintained its full-year outlook.

• InterContinental Hotels Group rose 2.7% after topping quarterly room revenue estimates as its U.S. business rebounded.

• Autotrader Group gained 4% after a source told Reuters that activist investor Palliser Capital built up to a 2% stake in the company.

• Helios Towers jumped 16%, lifting the mid-cap index, after the mobile tower operator raised its annual profit forecast.

Reporting Credits

(Reporting by Medha Singh in Bengaluru; Editing by Diti Pujara)

Key Takeaways

  • Oil majors undercut FTSE 100 despite strong earnings: Shell posted its highest profit in two years at about $6.9 bn but shares fell as oil slid below $100; BP also slumped ~1.4–2.3% despite robust results. (wsau.com)
  • Local and regional elections across England, Scotland and Wales could inflict historic losses on Labour and challenge the two-party system, with predictions of up to ~1,900 councillors lost. (investing.com)
  • Mid‑caps diverged: FTSE 250 rose ~0.5%, buoyed by strong performances from IHG, Autotrader and Helios Towers, countering weakness in energy and defence sectors. (in.investing.com)

References

Frequently Asked Questions

Why did the FTSE 100 fall on Thursday?
The FTSE 100 fell due to a stronger pound and declines in oil majors Shell and BP, despite better results from some firms.
Which companies were the biggest movers on the FTSE 100?
Shell, BP, and BAE Systems were among the largest drags, while InterContinental Hotels Group rose, and Autotrader Group and Helios Towers posted strong gains.
What factors influenced the British pound's rise?
The pound strengthened against the dollar on hopes of easing U.S.-Iran tensions, impacting multinational firms listed on the FTSE 100.
What economic trends were noted for British builders?
A recent survey highlighted one of the largest month-on-month increases in cost inflation for British builders in April.

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