BAT Global Supply Watchtower

Intelligence Dashboard • Three Core Pillars

Last Updated: Jan 3, 2026, 06:14 PM UTC

Macro Overview

NORMAL

US:✓

EU:€1 = $1.1721

China:✓

Peers & Competitors

WARNING

Companies tracked

⚠️ 1 Warning

Supplier Watchlist

NORMAL

Suppliers monitored

Global Macro Context

Click any region for detailed economic intelligence

S&P 500 stable: +0.19% change. Market reflects balanced economic conditions. Fed monitoring inflation and employment data closely. Industrial output steady, consumer spending patterns normal. Economic outlook remains cautiously optimistic.

🇪🇺EU

CPI:N/A

Rate:N/A

Unable to fetch EUR/USD data. Market may be closed.

CNY/USD stable: -0.12% change. Yuan trading in managed range against USD. Industrial output steady, property sector stabilization underway. PBOC maintaining balanced monetary policy. Export growth moderate, domestic demand gradually improving. Economic indicators suggest stable growth trajectory with manageable risks.

Peer Intelligence

British American Tobacco

Our View

BTI

Neutral-0.12%

Primary listing LSE; traded as BTI (NYSE). Monitoring filings.

Philip Morris Int.

Neutral-0.06%

US-listed (NYSE). Monitoring SEC filings (8-K).

Imperial Brands

IMB.L

Neutral+0.19%

UK-listed (LSE). Monitoring regulatory news.

Japan Tobacco

2914.T

Neutral-0.48%

Tokyo listed. Monitoring global press releases.

Supplier Watchlist

Click any supplier for detailed intelligence

Supplier	Category	BAT Exposure	Segment	Location	Risk Status
AMCOR AMCR	Printed Packaging	Critical	Combustibles	USA	Low
GPI GPI	Printed Packaging	High	Combustibles	USA	Low
Stora Enso STERV.HE	Printing Substrates	Medium	Combustibles	Finland	Low
IP Sun	Printing Substrates	Medium	Combustibles	China	Low
Sappi SAP	Printing Substrates	Medium	Combustibles	South Africa	Low
Daicel	Filter Materials	Medium	Combustibles	Japan	Low
Eastman EMN	Filter Materials	Medium	Combustibles	USA	Low
Cerdia	Filter Materials	Medium	Combustibles	Germany	Low
Tae Young Filters	Filter Materials	Medium	Combustibles	South Korea	Low
Fuji	Capsules	Medium	Combustibles	Japan	Low
SWM (Mativ) MATV	Fine Papers	Medium	Combustibles	USA	Low
Delfort	Fine Papers	Medium	Combustibles	Austria	Low
CNT	Nicotine	Critical	Combustibles	China	Low
ITC ITC.NS	Nicotine	High	Combustibles	India	Low
Porton	Nicotine	Medium	Combustibles	China	Low
Tenowo	Modern/Traditional Oral Fleece	Medium	New Categories (Vuse/Glo)	Germany	Low
Huizhou BYD Electronic	EMS	Critical	New Categories (Vuse/Glo)	China	Low
Smoore 6969.HK	EMS	Critical	New Categories (Vuse/Glo)	China	Low
EVE Energy 300014.SZ	Batteries	High	New Categories (Vuse/Glo)	China	Low
Texas Instruments TXN	EE Component	High	New Categories (Vuse/Glo)	USA	Low
Infineon IFX.DE	EE Component	High	New Categories (Vuse/Glo)	Germany	Low
Weener	Mechanical	Medium	New Categories (Vuse/Glo)	Netherlands	Low
Rosti	Mechanical	Medium	New Categories (Vuse/Glo)	Denmark	Low
Jabil JBL	Mechanical	Medium	New Categories (Vuse/Glo)	USA	Low

Peers & Competitors

BAT

GREEN

British American Tobacco • Tobacco Competitor

Neutral: Company not US-listed. Monitoring international filings and news sources.

PMI

AMBER

Philip Morris International • Tobacco Competitor

WARNING: 1 warning signal(s) detected. Recent director departures or management changes noted.

Imperial

GREEN

Imperial Brands • Tobacco Competitor

Neutral: Company not US-listed. Monitoring international filings and news sources.

JTI

GREEN

Japan Tobacco International • Tobacco Competitor

Neutral: Company not US-listed. Monitoring international filings and news sources.

Our Company

GREEN

Our Company • Self-Reference

Neutral: Self-reference placeholder. Internal monitoring active.