Fact Sheet: President Donald J. Trump Advances a Fair and Reciprocal Relationship with China While Hosting Historic State Visit

Summary

At the state visit, President Trump and President Xi put the U.S.-China Board of Trade and Board of Investment into operation. The Board of Trade agreed on recommendations for more favorable tariff treatment for $30 billion of non-sensitive goods in each direction, and China will import at least 10 million metric tons of U.S. coal in 2027 and again in 2028. Supply of rare earths and other critical minerals stays under discussion.

By industry

• Tariffs & Reshoring1 trading day−0.8%p15 stocks

  “more favorable tariff treatment for $30 billion of non-sensitive goods in each direction”

  • NucorNUE
  • Steel DynamicsSTLD
  • Cleveland-CliffsCLF
  • AlcoaAA
  • Commercial MetalsCMC
  • Century AluminumCENX
• Energy & LNG1 trading day−1.9%p15 stocks

  “China will import at least 10 million metric tons of coal from the United States”

  • Cheniere EnergyLNG
  • Venture GlobalVG
  • EQTEQT
  • Expand EnergyEXE
  • Williams CompaniesWMB
  • Kinder MorganKMI

Korean stocks in these industries

• Hyundai Steel 004020
• POSCO Holdings 005490
• SeAH Steel Holdings 003030
• Korea Gas Corporation 036460
• POSCO International 047050
• SK Innovation 096770
• Samsung Heavy Industries 010140

Trades in these industries around the announcement

Members' and insiders' trades in the industries' stocks, 30 days before to 30 days after.

• TH
  Timothy J. HarrisSenior VP and CDIO

  Sell10b5-1 planAti

  Sell10b5-1 plan
  

  Ati

  ATI

  $1.7M

  9,000 sh

  $1.7M

  Filed 09/23

  Traded 09/21