U.S.-EU Deal Receives Widespread Praise

USTR noticeTrade dealPublished 25/07/29Open the original

Summary

USTR compiles reactions to the U.S.-EU trade framework, which it says secures $750 billion in energy purchases and $600 billion in investments, quoting the American Petroleum Institute, farm groups and others.

By industry

Energy & LNG1 trading day+1.0%p15 stocks5 trading days−1.2%p15 stocks20 trading days−7.6%p15 stocks
“securing $750 billion in energy purchases and $600 billion in investments”
Tariffs & Reshoring1 trading day−1.3%p15 stocks5 trading days−7.5%p15 stocks20 trading days−2.4%p15 stocks
“America can maintain tariffs to shrink the goods trade deficit”

Day by day after the announcement

Energy & LNG stocks and the S&P 500 after the announcement, cumulative %
Day	Energy & LNG stocks	S&P 500
25/07/28	0.0%	0.0%
25/07/29	+0.7%	−0.3%
25/07/30	+0.2%	+0.0%
25/07/31	−0.6%	−0.8%
25/08/01	−2.2%	−2.4%
25/08/04	−1.9%	−0.8%
25/08/05	−2.0%	−1.5%
25/08/06	−3.4%	−0.7%
25/08/07	−4.0%	−0.7%
25/08/08	−5.7%	+0.2%
25/08/11	−6.3%	−0.2%
25/08/12	−6.9%	+0.9%
25/08/13	−5.9%	+1.2%
25/08/14	−6.3%	+1.3%
25/08/15	−7.3%	+0.9%
25/08/18	−9.3%	+1.0%
25/08/19	−9.2%	+0.5%
25/08/20	−8.1%	+0.1%
25/08/21	−7.0%	−0.2%
25/08/22	−6.7%	+1.3%
25/08/25	−6.7%	+0.9%

Korean stocks in these industries

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

Trades in these industries around the announcement

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

Kelcy L. WarrenDirector
BuyEnergy Transfer
Buy
Energy Transfer
ET
$23.4M
1,350,000 sh
$23.4M
Filed 25/08/21
Traded 25/08/20
Kelcy L. WarrenDirector
BuyEnergy Transfer
Buy
Energy Transfer
ET
$11.2M
650,000 sh
$11.2M
Filed 25/08/21
Traded 25/08/19
Domenic J. Dell'Osso Jr.President and CEO
BuyExpand Energy
Buy
Expand Energy
EXE
$239.7K
2,500 sh
$239.7K
Filed 25/08/18
Traded 25/08/15
Joshua J. VietsEVP & COO
BuyExpand Energy
Buy
Expand Energy
EXE
$184.3K
2,000 sh
$184.3K
Filed 25/08/18
Traded 25/08/18
Jeffrey A. JewellExecutive V.P., CFO
BuyDT Midstream
Buy
DT Midstream
DTM
$15.7K
150 sh
$15.7K
Filed 25/08/07
Traded 25/08/07
Amy W. ChronisDirector
BuyKinder Morgan
Buy
Kinder Morgan
KMI
$75.1K
2,759 sh
$75.1K
Filed 25/07/29
Traded 25/07/28
Robert B. PenderSEE REMARKS
BuyVenture Global
Buy
Venture Global
VG
$19.6K
1,226 sh
$19.6K
Filed 25/07/02
Traded 25/06/30
Tony R. ThenePresident and CEO
SellCarpenter Technology
Sell
Carpenter Technology
CRS
$3.2M
13,148 sh
$3.2M
Filed 25/08/19
Traded 25/08/18
Leon J. TopalianChair, President and CEO
SellNucor
Sell
Nucor
NUE
$3M
21,172 sh
$3M
Filed 25/08/04
Traded 25/07/31
Tony R. ThenePresident and CEO
SellCarpenter Technology
Sell
Carpenter Technology
CRS
$1.4M
5,852 sh
$1.4M
Filed 25/08/19
Traded 25/08/18
Leon J. TopalianChair, President and CEO
SellNucor
Sell
Nucor
NUE
$856.5K
5,947 sh
$856.5K
Filed 25/08/04
Traded 25/07/31
Keith D. LarsonGeneral Counsel and Secretary
SellVenture Global
Sell
Venture Global
VG
$5.1M
394,864 sh
$5.1M
Filed 25/08/25
Traded 25/08/22
Leon J. TopalianChair, President and CEO
SellNucor
Sell
Nucor
NUE
$380.3K
2,674 sh
$380.3K
Filed 25/08/04
Traded 25/07/31
Julia LetlowRepresentative · Republican · LA
Partial saleExpand Energy
Partial sale
Expand Energy
EXE
$1K–$15K
Self
$1K–$15K
Reported 01/13
Traded 25/07/25
Robert S. WetherbeeExecutive Chairman
Sell10b5-1 planAti
Sell10b5-1 plan
Ati
ATI
$3M
40,777 sh
$3M
Filed 25/08/06
Traded 25/08/05
Kenneth Rex QueryEVP
SellNucor
Sell
Nucor
NUE
$1.4M
10,000 sh
$1.4M
Filed 25/08/20
Traded 25/08/18
I. Martin InglisDirector
SellCarpenter Technology
Sell
Carpenter Technology
CRS
$1.4M
5,691 sh
$1.4M
Filed 25/08/19
Traded 25/08/18
Keith D. LarsonGeneral Counsel and Secretary
SellVenture Global
Sell
Venture Global
VG
$1.2M
94,145 sh
$1.2M
Filed 25/08/25
Traded 25/08/21
Allen C. BehrEVP
SellNucor
Sell
Nucor
NUE
$1.2M
8,021 sh
$1.2M
Filed 25/08/04
Traded 25/07/31
David Patrick MichelsVP and CFO
Sell10b5-1 planKinder Morgan
Sell10b5-1 plan
Kinder Morgan
KMI
$1.1M
40,000 sh
$1.1M
Filed 25/08/04
Traded 25/08/04